Rachel Burk is a registered investment advisor, based in Towson, MD, with 2 years of industry experience.
Location
101 E Chesapeake Ave, Suite 203, Towson, MD, 21286
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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
Cetera Wealth Services, LLCBroker
January 2026 - Present · 8 mos
Cetera Investment Advisers LLC
January 2026 - Present · 8 mos
Previous Registrations
Kestra Investment Services, LLCBroker
March 2022 - January 2024 · 1 yr 10 mos
Kestra Advisory Services, LLC
March 2022 - January 2024 · 1 yr 10 mos
Prudential Financial Planning Services
April 2021 - November 2021 · 7 mos
Pruco Securities, LLC.Broker
April 2021 - November 2021 · 7 mos
Pruco Securities, LLC.Broker
January 2021 - February 2021 · 1 mo
State Registrations1 state
MD
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.