William BurkeCRD Number: 35884
Current Firm: Redwood Private Wealth
William Burke (CRD# 35884) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 38 years of experience in the finance industry. William Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Redwood Private Wealth LLC||Phoenix, AZ||May 2022 - Current||< 1|
|William D. Burke & Company Inc.||Alamo, CA||Jun 1982 - Current||40|
|Horter Investment Management||Cincinnati, OH||Jun 2018 - May 2022||3|
|Change Path LLC||Leawood, MO||Sep 2017 - Jun 2018||< 1|
|Nfp||Laffeyette, CA||Jan 2013 - May 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management149MILLIONS
Total Number of Accounts982ACCOUNTS
Average Account Value$151,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WI
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