Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Burke is a financial advisor with over 36 years of experience in the industry. Fred currently works for Cambridge Investment Research Advisors, Inc., and is registered in 17 states as a Registered Representative and Investment Advisor Representative. Fred is committed to providing personalized financial advice to individuals and families. Fred offers a wide range of financial services, including financial planning, investment management, and retirement planning. Prior to joining Cambridge Investment Research Advisors, Inc., Fred worked with LPL Financial, Raymond James Financial Services, Inc., Invest Financial Corporation, and PFIC Securities Corporation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TN
03/04/2024 - Present
Cambridge Investment Research Advisors, Inc. (Athens TN)
TN
10/19/2018 - 03/12/2024
LPL FINANCIAL LLC (ATHENS TN)
TN
02/23/2017 - 10/22/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATHENS TN)
TN
04/30/2007 - 02/28/2017
INVEST FINANCIAL CORPORATION (ATHENS TN)
TN
12/01/1997 - 04/30/2007
PFIC SECURITIES CORPORATION (ATHENS TN)
MN
09/11/1990 - 12/02/1997
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
MN
03/25/1988 - 09/11/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/25/1988 - 09/11/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/25/1987 - 12/24/1987
CAPITAL ANALYSTS, INCORPORATED
BOTH
Issued 02/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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