William
Burke
Redwood Private Wealth
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About this Advisor
William Burke is a certified financial planner working out of Alamo, California with a total of 1 year of relevant experience. Burke currently works for Redwood Private Wealth. Burke has gained experience at William D. Burke & Co. Inc, Change Path LLC, Nfp, Horter Investment Management and Redwood Private Wealth LLC. Burke maintains a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in California. Redwood Private Wealth is a firm headquartered in Phoenix, AZ. The firm has offices in 12 locations and a total of 51 advisors. It controls $204 million in assets across its 1,788 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,788 client accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees charged by Redwood Private Wealth can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Burke Work History
William has been registered as a financial advisor for 1 years.*
Redwood Private Wealth LLC
William D. Burke & Co. Inc
Horter Investment Management
Change Path LLC
Nfp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Burke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Redwood Private Wealth
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Cherryville, NC
Phoenix, AZ
Phoenix, AZ
Aiken, SC
Middletown, DE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
