Alan Burke
Alan Burke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salisbury, NC, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
430 Jake Alexander Blvd W, Salisbury, NC, 28147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is the owner/proprietor of Alan F. Burke, CPA, PA, and spends about half his time on this. He also manages rental real estate, is the treasurer for the Rowan County Chamber of Commerce, and owns Studio512, LLC, a band-related business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations1 state
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