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Kathleen Lynda Burke

Equita Financial Network, Inc.

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About Kathleen Lynda Burke

Kathleen Lynda Burke is a financial advisor with Equita Financial Network, Inc. in Fort Washington, Pennsylvania. Kathleen has been working in the financial industry since 2006. She has Series 7 and Series 66 licenses. Kathleen provides financial planning, portfolio management for individuals, and selection of other advisors. In addition to working for Equita, Kathleen has also worked with Delphi Private Advisors, Method Financial Planning, Inc., and The Investment Center, Inc.

Firm Information

Kathleen Burke is currently registered with Equita Financial Network, Inc.. Equita Financial Network, Inc. is an investment advisory firm headquartered in FORT WASHINGTON, PA. The firm provides financial planning, selection of other advisers, and portfolio management for individuals. Equita Financial Network, Inc. manages approximately $283,061,181 in client assets. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.
Equita Financial Network, Inc.

500 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$283.06M

Assets Under Management

62

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

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

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kathleen Burke’s Registration & Firm History

PA

02/06/2017 - Present

Equita Financial Network, Inc. (FORT WASHINGTON PA)

CA

07/21/2006 - 01/26/2010

SANFORD C. BERNSTEIN & CO., LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 04/11/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Lynda Burke.
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