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Terry Katherine Burks

Charles Schwab & CO., Inc.

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About Terry Katherine Burks

Terry Katherine Burks is a financial advisor who has been in the industry since May 4, 2015. Terry Katherine Burks is currently registered with Charles Schwab & Co., Inc. and has been working there since May 22, 2020. Terry Katherine Burks has also previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and OppenheimerFunds Distributor, Inc. Terry Katherine Burks is licensed in Colorado and California. Terry Katherine Burks specializes in providing financial advice to individuals and businesses. Terry Katherine Burks is a Series 6, 26 and 63 licensed financial advisor.

Firm Information

Terry Burks is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Terry Burks’s Registration & Firm History

CO

05/22/2020 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

06/05/2019 - 10/17/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

09/19/2014 - 05/24/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

BC

Issued 07/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Katherine Burks.
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