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Patrick Kenneth Burdick

Capital Advisors, Inc.

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About Patrick Kenneth Burdick

Patrick Kenneth Burdick is a financial advisor with Capital Advisors, Inc. Patrick has over 20 years of experience in the financial services industry. Patrick is registered with the state of Texas and Oklahoma. Patrick specializes in portfolio management for businesses, individuals, and investment companies. Patrick holds Series 6, 7, 63 and 65 securities licenses.

Firm Information

Patrick Burdick is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

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 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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Patrick Burdick’s Registration & Firm History

TX

01/02/2019 - Present

Capital Advisors, Inc. (HOUSTON TX)

TX

03/12/2003 - 09/13/2010

CHARLES SCHWAB & CO., INC. (THE WOODLANDS TX)

NY

02/10/1998 - 03/04/2003

AXA ADVISORS, LLC (NEW YORK NY)

NY

02/10/1998 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/1999

Series 7 - General Securities Representative Examination

BC

Issued 02/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Kenneth Burdick.
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