Beverly Burke

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston-Salem, NC
• 05/2011 → Present
  Bank Of America, N.A.
  Winston-Salem, NC

Previous Registrations

• 2001-12-31 → 2006-02-06
  Ubs Financial Services Inc.
  Winston - Salem, NC

Other Businesses

I*: 2938264 Entity Type: Fiduciary role Name of OBA: S. C B. Address: Kernersville, NC 27284 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 8/7/2024 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney/Spouse

Exams

• S66 Uniform Combined State Law Examination
  2000-10-17
• S63 Uniform Securities Agent State Law Examination
  1985-03-26

Other Names

• Beverly M Burke
• Beverly M Malone
• Beverly Moore Malone
• Beverly Malone
• Beverly Moore Burke