linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Francis Burke

Mendham Capital Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Francis Burke

William Francis Burke is a financial advisor with over 35 years of experience. William is currently registered with Mendham Capital Management, Inc. and Raymond James Financial Services Advisors, Inc. William is a Certified Financial Planner and a Chartered Financial Consultant. William's specializations include retirement planning and college savings plans.

Firm Information

William Burke is currently registered with Mendham Capital Management, Inc.. Mendham Capital Management, Inc. is a firm with 5 licensed agents, investment advisor representatives, registered representatives, and investment advisory functions. They offer financial planning, educational seminars, and general consulting services/seminars. The firm does not participate in wrap fee programs.

Not reported

Assets Under Management

Not reported

Total Clients

5

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

general consulting services/seminars

General consulting services/seminars

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Burke’s Registration & Firm History

NJ

03/14/2007 - Present

Mendham Capital Management, Inc. (MENDHAM NJ)

MO

06/03/1997 - 06/01/2005

EDWARD JONES (ST. LOUIS MO)

TX

06/17/1987 - 06/12/1997

VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)

NA

09/02/1986 - 03/23/1987

LIBERTY SECURITIES CORPORATION

NA

06/11/1985 - 09/03/1986

JOHN HANCOCK DISTRIBUTORS, INC.

NA

02/21/1985 - 05/22/1985

TRAVELERS EQUITIES SALES, INC.

Not sure if William Francis Burke is right for you?

Licenses & Designations

BC

Issued 04/01/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/08/1986

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Francis Burke.
Not sure if William Francis Burke is right for you?