Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Alan Burk is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Highlands Ranch, Colorado. Thomas has been a registered financial advisor since December 6, 1991, and has held prior registrations with Multi-Financial Securities Corporation, Consolidated Investment Services, Inc., Workman Securities Corporation, GDN Securities, Ltd., and AMEV Investors, Inc. Thomas holds the Series 6, 7, 63, and 65 securities licenses and is also a Certified Financial Planner. He is registered to provide financial advice in Colorado, Texas, Florida, Arizona, and Kansas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
01/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (HIGHLANDS RANCH CO)
CO
02/02/1995 - 06/27/2008
MULTI-FINANCIAL SECURITIES CORPORATION (HIGHLANDS RANCH CO)
CO
08/31/1994 - 02/13/1995
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
MN
12/21/1993 - 08/29/1994
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
01/24/1992 - 12/22/1993
GDN SECURITIES, LTD. (MINNEAPOLIS MN)
MN
12/06/1991 - 01/31/1992
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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