Christopher BurkeCRD Number: 5973546
Current Firm: M Holdings Securities, Inc.
Christopher Burke (CRD# 5973546) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Detroit, MI and has over 6 years of experience in the finance industry. Christopher 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.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|M Holdings Securities||Portland, OR||Mar 2017 - Current||1|
|Lovasco Consulting Group||Detroit, MI||Feb 2017 - Current||1|
|Mainstay Capital Management||Grand Blanc, MI||May 2014 - Feb 2017||2|
|Bank Of America N.a.||Dearborn, MI||Dec 2011 - May 2014||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dearborn, MI||Aug 2011 - May 2014||2|
|Bar Exam Prep||Royal Oak, MI||Jun 2011 - Aug 2011||< 1|
|Law Office Of Mark Pitchford||Clawson, MI||Mar 2011 - Jun 2011||< 1|
|Law Student||Detroit, MI||Jan 2011 - Mar 2011||< 1|
|Secrest Wardle||Royal Oak, MI||Jan 2010 - Jan 2011||1|
|Office Of Robert Young - Michigan Supreme Court||Detroit, MI||Sep 2009 - Dec 2009||< 1|
|Law Student||Detroit, MI||Aug 2009 - Aug 2009||< 1|
|Cook County State's Attorney's Office||Chicago, IL||May 2009 - Jul 2009||< 1|
|Law Student||Detroit, MI||Aug 2008 - May 2009||< 1|
|University Of Michigan||Ann Arbor, MI||Jan 2008 - Jul 2008||< 1|
|University Of Michigan - Student||Ann Arbor, MI||Sep 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
|S63||Uniform Securities State Law Examination||May 2017|
Total Assets Under Management1,519MILLIONS
Total Number of Accounts3,680ACCOUNTS
Average Account Value$412,645
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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