Dakota
Burke
Towers Watson Investment Services, Inc
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About this Advisor
Dakota Burke is a financial advisor based in Atlanta, Georgia, working with Towers Watson Investment Services, Inc. Dakota has previously held positions at Willis Towers Watson, Aon Hewitt Investment Consulting, Diamond Boards LLC, and Foreside Fund Services, LLC. Dakota has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Dakota is part of Towers Watson Investment Services, Inc, which operates out of Atlanta, Georgia. The firm has 12 offices and 208 employees. The firm manages assets totaling $51.4 billion. The services offered by the firm include 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. The fee structure at Towers Watson Investment Services, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Towers Watson Investment Services, Inc Brokerage Details
$51,371,522,113
208
123
$417,654,651
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
Foreside Fund Services, LLC
Willis Towers Watson
Aon Hewitt Investment Consulting
Diamond Boards LLC
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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