Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Benfield Burks is a financial advisor at Robert W. Baird & Co. Inc. David has been in the financial services industry since 1984. David has a wide range of experience in the industry and is a licensed investment advisor in the state of Kentucky. David has held Series 6, 7, 63, 65, 86, and 87 licenses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
03/16/2021 - Present
Robert W. Baird & Co. Inc. (LOUISVILLE KY)
KY
10/18/2019 - 11/06/2019
ROBERT W. BAIRD & CO. INCORPORATED (LOUISVILLE KY)
KY
01/08/1984 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
NA
04/12/1982 - 08/03/1982
FIRST INVESTORS CORPORATION
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/16/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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