Donald Burklo is a registered investment advisor, based in Rockville, MD, with 26 years of industry experience.
Location
104 S Washington St, Rockville, MD, 20850
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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
Donald is an independent insurance agent for various companies since 2005, dedicating minimal time to this. He is also an advisory representative of a registered investment advisor, spending nearly full-time hours on this activity, and an IAR for Guidemark Strategic Advisors since 2015, spending nearly full-time hours on this activity as well.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Capital Analysts
Lincoln Investment Planning, LLC
Lincoln InvestmentBroker
State Registrations13 states
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