Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burke? Claim Your ProfileBurke William Francis is a financial advisor with LPL Financial LLC in SUMMERLAND, CA. Burke has been in the industry since December 5, 1966 and has extensive experience in the field, having worked for several firms including MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Burke is registered to provide investment advice in multiple states and holds several professional licenses including Series 7, Series 63, Series 1, and SIE. Burke is a dedicated financial advisor who is committed to providing comprehensive financial planning services to individuals and families.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/13/2023 - Present
LPL Financial LLC (SUMMERLAND CA)
CA
06/01/2009 - 09/20/2023
MORGAN STANLEY (Montecito CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/26/1974 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
12/07/1987 - 12/23/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/06/1966 - 03/05/1976
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
BC
Issued 01/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 12/02/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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