Alan Franklin Burke

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Raymond James Financial Services, Inc
  Salisbury, NC
• 12/1989 → Present
  Alan F. Burke,Cpa,Pa
  Salisbury, NC
• 07/2004 → Present
  Hole-In-One Properties, Llc
  Salisbury, NC
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Huntersville, NC
• 03/2019 → Present
  Rowan County Chamber Of Commerce
  Salisbury, NC

Previous Registrations

• 2003-09-11 → 2009-01-02
  Raymond James Financial Services, Inc.
  Salisbury, NC
  Salisbury, NC
  Cornelius, NC

Other Businesses

(1)Name of Business: Alan F. Burke, Cpa, Pa Address: 430 Jake Alexander Blvd. West, Salisbury, NC, 28147, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/01/1989 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2)Name of Business: Hole In One Properties, Llc Address: 512 Fairway Ridge Rd, Salisbury, NC, 28146, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/26/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager (3)Name of Business: Rowan County Chamber of Commerce Address: 204 E. Innes St, Salisbury, NC, 28144, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 03/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review financial statements on a monthly basis, offer suggestions and asking questions to help organization remain fiscally responsible. (4)Name of Business: Studio512, LLC Address: 430 Jake Alexander Blvd W, Salisbury, NC, 28147, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Perform and manage band activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-05
• S63 Uniform Securities Agent State Law Examination
  2001-03-19