Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Duane Burnett is an Investment Advisor Representative with Summit Financial, LLC based in Edmond, Oklahoma. Ralph has over 20 years of experience in the financial services industry. Ralph is a Registered Investment Advisor (IA) in the states of Oklahoma, New Jersey and Texas and has a Series 6, 7, 24, 26, 63 and 65 licenses. Prior to joining Summit Financial, LLC, Ralph was associated with LPL Financial, LLC in Edmond, Oklahoma and Pruco Securities, LLC in Newark, New Jersey.
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.
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.
A percentage of the total value of assets under management is charged.
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OK
01/01/2025 - Present
Summit Financial, LLC (EDMOND OK)
OK
01/23/2004 - 05/10/2013
LPL FINANCIAL LLC (EDMOND OK)
NJ
04/23/2001 - 02/13/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
10/14/1993 - 04/09/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/14/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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