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Brian Fitzgibbon Burke

Winklevoss Insurance Agency, LLC

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About Brian Fitzgibbon Burke

Brian Fitzgibbon Burke is a financial professional with over 30 years of experience in the industry. Brian has been registered with the Financial Industry Regulatory Authority (FINRA) since 1982 and is currently affiliated with Winklevoss Insurance Agency, LLC. Brian has a wide range of experience in the financial services industry, including working with a variety of clients and firms. Brian is a licensed securities representative and holds the Series 7, Series 63, Series 6TO and the SIE licenses. Brian has also held several previous positions with firms such as Westport Financial Services, L.L.C., Clark Securities, Inc., Clark-Bardes Securities, Inc., Mutual Service Corporation, Cigna Financial Advisors, Inc., and J & H Equity Corporation.

Firm Information

Brian Burke is currently registered with Winklevoss Insurance Agency, LLC. Winklevoss Insurance Agency, LLC is a Limited Liability Company formed on June 16, 2003. The firm is registered in Connecticut, Delaware, District of Columbia, Florida, Hawaii, Michigan, New York, Texas, Virginia, and Wyoming. It is also approved by the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

5

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 Burke’s Registration & Firm History

CT

04/15/2011 - Present

Winklevoss Insurance Agency, LLC (GREENWICH CT)

CT

06/30/2004 - 12/03/2010

WESTPORT FINANCIAL SERVICES, L.L.C. (WESTPORT CT)

NC

07/02/2001 - 05/24/2004

CLARK SECURITIES, INC. (GREENSBORO NC)

TX

11/16/1999 - 07/02/2001

CLARK-BARDES SECURITIES, INC. (DALLAS TX)

MA

06/29/2000 - 08/14/2000

MUTUAL SERVICE CORPORATION (BOSTON MA)

FL

06/12/1996 - 12/30/1997

WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)

PA

12/06/1993 - 12/31/1995

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

PA

03/02/1989 - 11/08/1993

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

NA

03/01/1982 - 03/09/1987

J & H EQUITY CORPORATION

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Licenses & Designations

BC

Issued 10/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brian Fitzgibbon Burke. Review regulatory record here.
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