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Brian Christopher Burk

Equitable Distributors, LLC

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About Brian Christopher Burk

Brian Christopher Burk is a financial advisor with over 30 years of experience in the financial services industry. Brian is currently registered with Equitable Distributors, LLC, and is licensed to offer securities and investment advisory services in multiple states. Brian has held previous positions with Principal Securities, Inc., Mutual of America Securities Corporation, Mutual of America Life Insurance Company, and Pruco Securities Corporation. Brian holds a Series 6, 7, 63, and 66 securities license, and a SIE exam. Brian is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Brian Burk is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Burk’s Registration & Firm History

NC

03/05/2018 - Present

Equitable Distributors, LLC (Charlotte NC)

PA

09/08/2006 - 02/09/2018

PRINCIPAL SECURITIES, INC. (Wayne PA)

PA

10/30/1996 - 08/10/2006

MUTUAL OF AMERICA SECURITIES CORPORATION (BLUE BELL PA)

PA

07/23/1996 - 08/10/2006

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BLUE BELL PA)

NJ

04/21/1992 - 07/22/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

04/21/1992 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 04/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/07/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Christopher Burk. Review regulatory record here.
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