Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge W Burkley is a financial advisor with over 25 years of experience in the industry. Currently, George is registered with LPL Financial LLC and has previously been registered with several other firms. George holds a Series 6, Series 7, Series 24, Series 26, and SIE license. George specializes in providing financial advice and portfolio management for individuals and businesses. George is based in Goshen, Indiana and serves clients throughout the surrounding area.
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.
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2
IN
02/01/2023 - Present
LPL Financial LLC (GOSHEN IN)
IN
01/31/2012 - 02/07/2023
CFD INVESTMENTS, INC. (GOSHEN IN)
IN
06/23/2011 - 02/01/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (GOSHEN IN)
IN
05/11/2007 - 07/01/2011
AMERITAS INVESTMENT CORP. (GOSHEN IN)
IN
03/01/2007 - 04/30/2007
ROYAL ALLIANCE ASSOCIATES, INC. (GOSHEN IN)
IN
08/16/2002 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (GOSHEN IN)
GA
04/12/2002 - 08/06/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/23/1997 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 10/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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