SB
CFP
SB
CFP

Sean Burke

9 Years of Experience
Scottsdale, AZ
Broker

Sean Burke is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 9 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6720 N Scottsdale Rd, Suite 390, Scottsdale, AZ, 85253

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

The provided text is insufficient to determine Sean's outside business activities or whether they include insurance sales.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 mos
Raymond James Financial Services Advisors, INC
October 2025 - Present · 7 mos
Previous Registrations
Equitable Advisors, LLC
July 2016 - October 2025 · 9 yrs 3 mos
Equitable Advisors, LLCBroker
May 2016 - October 2025 · 9 yrs 5 mos
State Registrations22 states
AZCACOCTFLGAIDILKSKYMNMTNCNMNVORPATNTXUTVAWA
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.