Burk Rowley, financial advisor Woodward OK

Burk Rowley

CRD Number: 4198321
Current Firm: Lpl Financial LLC

Burk Rowley (CRD# 4198321) is an Investment Advisor Representative working at Lpl Financial LLC in Woodward, OK and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
The Stock Exchange Bank Woodward, OK Mar 2022 - Current 2
Lpl Financial LLC Woodward, OK Jul 2021 - Current 2
First United Methodist Church Woodward, OK May 2021 - Jul 2021 < 1
First United Methodist Church Woodward, OK Jan 2020 - Jul 2021 1
Billings Funeral Home Woodward, OH Aug 2018 - Jul 2021 2
Board Of Adjustment For City Of Woodward Woodward, OK Oct 2013 - Jul 2021 7
Various Insurance Carriers For W&r Insurance Agencies Woodward, OK Aug 2000 - Jul 2021 20
Waddell & Reed, Inc. Edmond, OK May 2000 - Jul 2021 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Burk W. Rowley
Phone Number: 704-733-3300
Registered State(s):
  • CO
  • KS
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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