Patrick
Burke
Cetera Advisors LLC
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About this Advisor
Patrick Burke is a financial advisor based out of Midlothian, Virginia. Burke is an employee of Cetera Advisors LLC. Over the course of their career, they have held roles at American United Life, Oneamerica Securities, Travelers Insurance, Rva Restoration, LLC, Cetera Advisors and Anchor Financial Group. Burke has a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Virginia. Cetera Advisors LLC is an advisory firm based in Englewood, CO. The firm has offices in 692 locations and a total of 1,047 employees. It controls $21 billion in assets under management across its 90,646 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 294 charitable organizations. Of its 90,646 accounts, 26% belong to high-net-worth clients who have at least $1 million in assets. The business has 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 and educational seminars. A financial advisor's fee schedules usually are based on the type of services. However, fee types billed by Cetera Advisors LLC likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
Patrick Burke Work History
Patrick has been registered as a financial advisor for 0 years.*
Cetera Advisors
Anchor Financial Group
Oneamerica Securities
American United Life
Rva Restoration, LLC
Travelers Insurance
*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 Patrick 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 Cetera Advisors LLC
Westborough, MA
Orlando, FL
Boca Raton, FL
Missoula, MT
San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
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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