Darren
Burke

Independent Financial Partners

CRD#4789392
Investment Advisor
in San Diego, CA
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About this Advisor

Darren Burke is a certified financial planner operating in San Diego, California, with 12 years of work experience. Burke currently works for Independent Financial Partners. Over the course of their career, Burke has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Nrp Financial, Inc, Nrp Advisors, Inc, Lpl Financial, LLC and Independent Financial Partners. Burke holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in California and Hawaii. Independent Financial Partners is a company headquartered in San Diego, California. The firm has offices in 277 locations and a total of 606 employees. It handles $10 billion in assets among its 35,966 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 68 charitable organizations. Of its 35,966 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on which services are provided. Fees billed by Independent Financial Partners may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

9276 Scranton Rd Ste 550
San Diego, CA 92121

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$5,383,570,734

CA Average: $1,855,561,029
Total Number of Employees

432

CA Average: 62
Total Number of Accounts

30,286

CA Average: 2,474
Average Account Size

$177,758

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Darren Burke Work History

Darren has 12 years of experience.

2010 - Present (9 years)

Lpl Financial, LLC

2010 - Present (9 years)

Independent Financial Partners

2009 - 2010 (1 year)

Nrp Financial, Inc

2009 - 2010 (1 year)

Nrp Advisors, Inc

2006 - 2009 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

Disclosures

Darren Burke has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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