MB
CFP
MB
CFP

Michael Burke

29 Years of Experience
Hendersonville, TN
1 DisclosureBroker

Michael Burke is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hendersonville, TN, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

101 Springhouse Ct., Hendersonville, TN, 37075

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004
Denied
Other Business Activities

Michael operates his LPL business under the DBAs Capstar Wealth Management, Old National Investments, and Old National Wealth Advisors. He dedicates full-time hours to Old National Investments, and minimal time to fulfilling his duties at Old National Investments.

Employment History
Current Registrations
LPL Financial LLC
June 2017 - Present · 8 yrs 11 mos
LPL Financial LLC
June 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - July 2017 · 11 mos
Suntrust Investment Services, INC.Broker
November 2013 - July 2017 · 3 yrs 8 mos
Suntrust Investment Services, INC.
November 2013 - December 2016 · 3 yrs 1 mo
Fifth Third Securities, INC.
July 2009 - November 2013 · 4 yrs 4 mos
Fifth Third Securities, INC.Broker
June 2009 - November 2013 · 4 yrs 5 mos
Synovus Securities, INC.
May 2007 - June 2009 · 2 yrs 1 mo
Synovus Securities, INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
Suntrust Investment Services, INC.
July 2003 - November 2006 · 3 yrs 4 mos
Suntrust Investment Services, INC.Broker
June 2003 - November 2006 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
June 2000 - May 2003 · 2 yrs 11 mos
Dean Witter Reynolds INC.Broker
March 1996 - June 2000 · 4 yrs 3 mos
State Registrations11 states
ALFLGAILKYNCNYSCTNTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.