Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Burks is a financial advisor with over 20 years of experience in the industry. He is currently registered with Hightower Advisors, LLC and has previously worked with Edward Jones, Guardian Investor Services LLC, The Leaders Group, Inc., Ivy Funds Distributor, Inc., Waddell & Reed, Inc., SunAmerica Capital Services, Inc., and PaineWebber Incorporated. Gregory has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. His specializations include retirement planning, college savings, and investment management. He is dedicated to helping his clients reach their financial goals.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CO
10/25/2017 - Present
Hightower Advisors, LLC (Colorado Springs CO)
CO
06/11/2013 - 09/05/2017
EDWARD JONES (COLORADO SPRINGS CO)
NY
08/29/2008 - 12/09/2011
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CO
01/23/2008 - 08/26/2008
THE LEADERS GROUP, INC. (LITTLETON CO)
KS
11/19/2003 - 11/20/2007
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
11/19/2003 - 09/07/2007
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
02/10/1999 - 11/21/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NJ
09/03/1996 - 07/02/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 06/22/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Burks is the right advisor for you? Invested Better is here to help.
