Unclaimed Profile

Kathleen Lynda Burke

EQUITA FINANCIAL NETWORK, INC.·FORT WASHINGTON, Pennsylvania

Series 7, Series 63, Series 66Clean record15 years registeredEQUITA FINANCIAL NETWORK, INC.

500 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034CRD# 5134624Firm CRD# 277031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathleen Lynda Burke · FORT WASHINGTON, PA

Registration

CRD #5134624 · EQUITA FINANCIAL NETWORK, INC. · 15 years registered

Brand Profile

Not yet started

Career History

EQUITA FINANCIAL NETWORK, INC.

Sep 2015 – present

DELPHI PRIVATE ADVISORS

Apr 2011 – Aug 2015

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · April 12, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUITA FINANCIAL NETWORK, INC.

CRD 277031 · SEC 801-120628

AUM

$283M

Regulatory assets under management

Employees

990 client accounts

Services offered by EQUITA FINANCIAL NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EQUITA FINANCIAL NETWORK, INC. →

Introduction

Speak with Kathleen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathleen is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

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 →