Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D. Burke is a financial advisor with Redwood Private Wealth in Alamo, CA. William has been in the financial services industry since 1972 and has a strong track record of success. William is a Certified Financial Planner and holds the Series 1, 63, and 24 licenses. William has a variety of experience in the financial services industry, including experience at Lincoln Financial Advisors Corporation, CIGNA Financial Advisors, INC., and Pacific Select Distributors, INC. William specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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.
1
2
AZ
01/01/2025 - Present
Redwood Private Wealth (PHOENIX AZ)
CA
01/06/2005 - 12/31/2012
PACIFIC SELECT DISTRIBUTORS, INC. (WALNUT CREEK CA)
MA
09/20/2001 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
GA
04/19/2000 - 09/04/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
IN
03/24/2000 - 04/03/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 04/03/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
01/17/1985 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC.
PA
12/15/1972 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
03/07/1984 - 01/11/1985
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1984
Series 24 - General Securities Principal Examination
BC
Issued 12/11/1972
Series 1 - Registered Representative Examination
Active
Inactive
Not sure William Burke is the right advisor for you? Invested Better is here to help.
