Thomas Burke
Thomas Burke is a registered investment advisor at Kovack Advisors, INC., based in Wareham, MA, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
2527 Cranberry Highway, Wareham, MA, 02571
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Regulatory History (2)
Regulatory
December 2022Employment Separation After Allegations
May 2022Other Business ActivitiesSells Insurance
Thomas is a managing partner at Rockham Financial Partners, offering brokerage, advisory, and insurance services, dedicating nearly all of his time to this. He also sells fixed insurance products and prepares tax returns, spending a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations10 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.