Daniel Burke
Daniel Burke is a registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel operates under the DBA Burke Financial Inc. for his LPL business, dedicating a few hours per week to it. He is also an independent agent selling non-variable insurance, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward Jones
Edward JonesBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Wells Fargo Advisors, LLCBroker
Fsc Securities CorporationBroker
Usallianz Investor Services, LLCBroker
Charles Schwab & CO., INC.Broker
H.D. Vest Investment Securities, INC.Broker
Muriel Siebert & CO., INC.Broker
Jw Charles Securities,inc.Broker
Prudential Securities IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.