Richard Burke, financial advisor Napa CA
96 score

Richard Burke

CRD Number: 1265895
Current Firm: American Investors Co

Richard Burke (CRD# 1265895) is an Investment Advisor Representative working at American Investors Co in Napa, CA and has over 28 years of experience in the finance industry. Richard 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
American Investors Company San Ramon, CA Jul 1997 - Current 20
American Investors Company San Ramon, CA Mar 1995 - Current 23
Richard A. Burke San Leandro, CA Jan 1992 - Current 26
Richard A. Burke San Leandro, CA Jul 1984 - Current 33
Richard A. Burke Oakland, CA Jun 1963 - Current 54
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
Contact Info for Richard A. Burke
Phone Number: 925-866-2882
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    345
    MILLIONS
  • Total Number of Accounts
    1,773
    ACCOUNTS
  • Average Account Value
    $194,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, MD, NV, NY, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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