Dakota
Burke
Towers Watson Investment Services, Inc
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About this Advisor
Dakota Burke is a financial advisor who works in Atlanta, Georgia. Burke is on the advisory team at Towers Watson Investment Services, Inc. Their career trajectory has included roles at Willis Towers Watson, Aon Hewitt Investment Consulting, Berry College, Diamond Boards LLC and Foreside Fund Services, LLC. Burke holds a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in Texas. Towers Watson Investment Services, Inc is a registered investment business based out of Arlington, VA. It has offices in eight locations and a total of 198 people on staff. It handles $63 billion in assets between its 87 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Towers Watson Investment Services, Inc offers a broad assortment of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, educational seminars and other services. Financial management fees are based on which services the firm provides the client. Fee types billed by Towers Watson Investment Services, Inc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Towers Watson Investment Services, Inc Brokerage Details
$63,288,614,312
198
87
$727,455,337
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
- Other
Dakota Burke Work History
Dakota has been registered as a financial advisor for 0 years.*
Foreside Fund Services, LLC
Willis Towers Watson
Aon Hewitt Investment Consulting
Diamond Boards LLC
Berry College
*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 Dakota Burke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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