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Donna F Burke

Transamerica Financial Advisors, Inc.

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About Donna F Burke

Donna Burke is a financial advisor with Transamerica Financial Advisors, Inc. Donna has worked in the financial services industry since 2009. Donna is licensed in Kentucky. Donna offers financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Donna Burke is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna Burke’s Registration & Firm History

KY

09/28/2023 - Present

Transamerica Financial Advisors, Inc. (LOUISVILLE KY)

KY

12/16/2019 - 07/15/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (LOUISVILLE KY)

KY

10/09/2019 - 10/11/2019

W&S BROKERAGE SERVICES, INC. (Louisville KY)

KY

03/20/2009 - 12/31/2010

WORLD GROUP SECURITIES, INC. (LOUISVILLE KY)

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Licenses & Designations

BC

Issued 07/24/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/25/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2019

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

BC

Issued 04/22/2019

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Donna F Burke. Review regulatory record here.
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