linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katherine Duffy Burke

Fiduciary Trust International, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katherine? Claim Your Profile

About Katherine Duffy Burke

Katherine Burke is a financial advisor with over 14 years of experience in the industry. Katherine is a Registered Representative and Investment Advisor Representative. Katherine is registered with Fiduciary Trust International, LLC and has also been registered with Franklin Templeton Financial Services Corp and Funds Distributor, LLC in the past. Katherine has passed both the Series 7 and Series 63 exams, and holds a Chartered Financial Analyst designation.

Firm Information

Katherine Burke is currently registered with Fiduciary Trust International, LLC. Fiduciary Trust International, LLC is an investment advisor based in Lincoln, MA. They manage over $6.32 billion in assets for 469 clients. The firm provides financial planning, portfolio management, and selection of other advisors for individual, business, and institutional clients. Their client base primarily consists of high-net-worth individuals and institutional clients, managing $4.7 billion and $947 million in assets respectively.
Fiduciary Trust International, LLC

55 OLD BEDFORD RD

LINCOLN, MA 01773

$6.32B

Assets Under Management

1

Total Clients

14

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katherine Burke’s Registration & Firm History

MA

10/15/2012 - Present

Fiduciary Trust International, LLC (LINCOLN MA)

MA

06/22/2021 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (Lincoln MA)

MA

05/24/2007 - 06/07/2012

FUNDS DISTRIBUTOR, LLC (BOSTON MA)

Not sure if Katherine Duffy Burke is right for you?

Licenses & Designations

BC

Issued 11/06/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Duffy Burke.
Not sure if Katherine Duffy Burke is right for you?