Cindy Burke, financial advisor Warrenton MO

Cindy Burke

CRD Number: 2956051
Current Firm: Cetera Investment Advisers LLC

Cindy Burke (CRD# 2956051) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warrenton, MO and has over 26 years of experience in the finance industry. Cindy Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Dec 1999 - Current 24
Cetera Financial Specialists LLC Schaumburg, IL Sep 1997 - Current 26
Cindy J. Burke, Cpa Warrrenton, MO Jan 1984 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
Contact Info for Cindy J. Burke
Phone Number: 310-257-7880
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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