Martin
Burke

Lpl Financial LLC

CRD#1441543
Investment Advisor
in Mount Laurel, NJ

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About this Advisor

Martin Burke is a financial advisor working in Mount Laurel, New Jersey with 6 years of industry experience. Burke is an employee of Lpl Financial LLC. During their career, Burke has held roles at Penn Mutual, Hornor Townsend & Kent, National Planning Corporation and Lpl Financial LLC. Burke has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Delaware, Georgia, Illinois, Michigan, New Jersey and Pennsylvania. Lpl Financial LLC is a business operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets under management between its 1,688,501 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. The business performs 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, educational seminars and other services. Fees charged by financial advisors largely depend on which services are provided. However, fee types billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1300 Route 73, Ste 314
Mount Laurel, NJ 08054

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NJ Average: $646,059,043
Total Number of Employees

31,366

NJ Average: 13
Total Number of Accounts

1,688,501

NJ Average: 661
Average Account Size

$217,956

NJ Average: $977,396

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
  • Other

Martin Burke Work History

Martin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial LLC

2015 - 2017 (2 years)

National Planning Corporation

2002 - 2015 (13 years)

Hornor Townsend & Kent

2000 - 2017 (17 years)

Penn Mutual

*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 Martin 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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.

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