Katherine Burke is a CFA-designated registered investment advisor, based in Lincoln, MA, with 18 years of industry experience.
Location
55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Franklin Distributors, LLC
July 2021 - Present · 4 yrs 9 mos
Franklin Distributors, LLCBroker
July 2021 - Present · 4 yrs 9 mos
Fiduciary Trust International, LLC
October 2012 - Present · 13 yrs 6 mos
Previous Registrations
Franklin Templeton Financial Services CORP.Broker
June 2021 - July 2021 · 1 mo
Funds Distributor, LLCBroker
May 2007 - June 2012 · 5 yrs 1 mo
State Registrations6 states
CACODEMAMNNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.