AdvisorOS Directory
Claim Profile
KB

Kathleen Lynda Burke

EQUITA FINANCIAL NETWORK, INC.·FORT WASHINGTON, Pennsylvania
Unclaimed Profile
500 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034CRD# 5134624Firm CRD# 277031
01

About

Kathleen Lynda Burke is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with EQUITA FINANCIAL NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUITA FINANCIAL NETWORK, INC.
EQUITA FINANCIAL NETWORK, INC.
AUM
$283M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at EQUITA FINANCIAL NETWORK, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5134624
Firm CRD# 277031
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT WASHINGTON?

Browse all registered financial advisors in FORT WASHINGTON, Pennsylvania or claim this profile if it's yours.

Browse FORT WASHINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kathleen Lynda Burke offer?
Kathleen Lynda Burke specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Kathleen Lynda Burke's credentials?
Kathleen Lynda Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Lynda Burke located?
Kathleen Lynda Burke is based in FORT WASHINGTON, Pennsylvania, working with EQUITA FINANCIAL NETWORK, INC.. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does Kathleen Lynda Burke charge for services?
Kathleen Lynda Burke's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUITA FINANCIAL NETWORK, INC.?
EQUITA FINANCIAL NETWORK, INC. has approximately 15 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FORT WASHINGTON
Shawn Benjamin Capper — WHARTONHILL INVESTMENT ADVISORSFrank Elmer Rutan — WHARTONHILL INVESTMENT ADVISORSDeirdre Broderick Koerick — CAPITAL ANALYSTS, LLCThomas Gerard Murphy — LINCOLN INVESTMENT PLANNING, LLCMarilyn Bier Winiecki — WHARTONHILL INVESTMENT ADVISORS
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile