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Michael Sean Burke

LPL Financial LLC

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About Michael Sean Burke

Michael Sean Burke is a financial advisor with over 26 years of experience in the industry. Michael currently works at LPL Financial LLC, a firm with over $50 billion in assets under management. Michael's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is also registered as an investment advisor in both Tennessee and Texas. Previous firms Michael has worked for include SunTrust Investment Services, Inc., Fifth Third Securities, Inc., and Synovus Securities, Inc. Michael is a Certified Financial Planner and holds the Series 31, Series 7, and SIE exams. Michael's clients include individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.

Firm Information

Michael Burke is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Michael Burke’s Registration & Firm History

TN

06/28/2017 - Present

LPL Financial LLC (HENDERSONVILLE TN)

TN

11/04/2013 - 07/03/2017

SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)

TN

06/26/2009 - 11/08/2013

FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)

TN

05/09/2007 - 06/30/2009

SYNOVUS SECURITIES, INC. (NASHVILLE TN)

TN

06/05/2003 - 11/16/2006

SUNTRUST INVESTMENT SERVICES, INC. (BRENTWOOD TN)

NY

06/07/2000 - 05/16/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

03/01/1996 - 06/06/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/20/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 02/29/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Sean Burke. Review regulatory record here.
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