Unclaimed
Michael Dean Burke is a financial advisor with Bolton Securities Corp. Burke has been in the financial industry since 2009 and has a Series 7, Series 63, and Series 65 licenses. Burke has previous experience at Tudor Pickering Holt & Co Advisors LP and Tudor, Pickering, Holt & Co. Securities, LLC. In addition to his work at Bolton Securities Corp., Burke also provides investment advisory services as the Managing Director of Bolton Global Asset Management, doing business as Bainbridge Financial Services, LTD. Burke is the owner of Burke Advisory Company, LLC, and is co-owner and Manager of several other businesses including Burro Cottages, LLC, Burke-Demaret Holdings, Inc., Champions Acquisition 2021, LLC, Champions Golf Club, Inc. and Burke-Demaret, LLC. Burke is also a Regional Board Member for First Financial Bank.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
08/18/2020 - Present
Bolton Securities Corp. (HOUSTON TX)
TX
10/19/2017 - 05/18/2020
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
TX
11/18/2009 - 05/18/2020
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC (HOUSTON TX)
IA
Issued 08/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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