Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Ray Burkhart is a financial advisor with Cary Street Partners. Theodore has been a registered representative for over 50 years and is a highly experienced advisor. Theodore has worked with several firms throughout his career, including UBS Financial Services Inc., RBC Dain Rauscher Inc., and Riverstone Wealth Management. Theodore holds multiple licenses and qualifications, including Series 7, Series 8, Series 63, and Series 5. Theodore is a dedicated and experienced financial advisor who can help individuals and families achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
1
2
TX
12/06/2013 - Present
Cary Street Partners (SAN ANTONIO TX)
TX
05/18/2009 - 12/09/2013
RIVERSTONE WEALTH MANAGEMENT, INC. (SAN ANTONIO TX)
TX
01/11/2002 - 05/13/2009
UBS FINANCIAL SERVICES INC. (SAN ANTONIO TX)
NY
03/02/1998 - 01/24/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
04/25/1988 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
03/15/1984 - 05/04/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
11/26/1979 - 03/07/1984
SHEARSON/AMERICAN EXPRESS INC.
NA
01/18/1978 - 11/26/1979
LOEB PARTNERS
NA
01/04/1977 - 01/18/1978
LOEB RHOADES & CO. INC.
NA
08/22/1973 - 01/04/1977
LOEB, RHOADES & CO. INC.
NA
05/02/1972 - 11/05/1973
DOMINICK & DOMINICK, INCORPORATED
BC
Issued 08/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 04/27/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Theodore Burkhart is the right advisor for you? Invested Better is here to help.
