Keaton
Burke
Oliver Lagore Vanvalin Investment Group, Inc
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About this Advisor
Keaton Burke is a financial advisor based in Frisco, Texas, working with Oliver Lagore Vanvalin Investment Group, Inc. Keaton has previously held positions at City Of Plano, City Of Joplin, Independent Financial Partners, Cfg Advisors LLC, Burke Real Estate Holdings, LLC, Bream LLC, Mergent Group, and Oliver Lagore Vanvalin Investment Group, Inc. Keaton has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Keaton is part of Oliver Lagore Vanvalin Investment Group, Inc, which operates out of Frisco, Texas. The firm has 4 offices and 30 employees. The firm manages assets totaling $454.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Oliver Lagore Vanvalin Investment Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Oliver Lagore Vanvalin Investment Group, Inc Brokerage Details
$454,311,121
30
3,669
$123,824
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
- Other
Keaton Burke Work History
Oliver Lagore Vanvalin Investment Group, Inc
Burke Real Estate Holdings, LLC
Bream LLC
Cfg Advisors LLC
Independent Financial Partners
Mergent Group
City Of Plano
City Of Joplin
Disclosures
Please visit the SEC profile of Keaton 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 Oliver Lagore Vanvalin Investment Group, Inc
Frisco, TX
Flint, MI
Flint, MI
Flint, MI
Flint, MI
Flint, MI
Flint, MI
Flint, MI
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