Dennis Rourke
Professional Summary
Dennis Rourke is a registered financial advisor currently at AGC PARTNERS located in Boston, Massachusetts. Dennis is registered as a RR (Registered Representative) and started their career in finance in 1987. Dennis has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
AGC PARTNERS | AMERICA'S GROWTH CAPTIAL, LLC | AMERICA'S GROWTH CAPITAL, LLC
Contact Information
Main Address
99 High Street Floor 22, Boston, MA 02110Mailing Address
99 High Street Floor 22, Boston, MA 02110Phone Number
(617) 261-4100Established
Delaware since 01/08/2003Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/13/2004)
(12/8/2003)
(1/13/2004)
(1/13/2004)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1987About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Dennis Rourke's CRS (Customer Relationship Summary).
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