Rachael Bourke (CRD# 7203086) is an Investment Advisor Representative working at Bourke Wealth Management in Vancouver, WA and has over 4 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bourke Wealth Management | Santa Barbara, CA | Oct 2023 - Current | < 1 |
| Fidelity Brokerage Services LLC | Vancouver, WA | Jul 2022 - Sep 2023 | 1 |
| Fidelity Brokerage Services LLC | Vancouver, WA | Sep 2021 - Jul 2022 | < 1 |
| Fidelity Brokerage Services LLC | Tigard, OR | Nov 2019 - Sep 2021 | 1 |
| Wilsonville Toyota | Wilsonville, OR | Aug 2019 - Nov 2019 | < 1 |
| Bourke Wealth Management | Santa Barbara, CA | Mar 2019 - Sep 2019 | < 1 |
| Tweedle Farms | Portland, OR | Jan 2019 - Aug 2019 | < 1 |
| Trader Joe's | Portland, OR | Sep 2018 - Jan 2019 | < 1 |
| Martial Arts Family Fitness | Santa Barbara, CA | May 2016 - Aug 2018 | 2 |
| Santa Barbara Family Ymca | Santa Barbara, CA | Jun 2015 - May 2016 | < 1 |
| Unemployed | N/a, CA | Nov 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
| S63 | Uniform Securities State Law Examination | Mar 2020 |
- CA
-
Total Assets Under Management116MILLIONS
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Total Number of Accounts274ACCOUNTS
-
Average Account Value$423,074
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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