How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1). NAME OF OBA: INDIAN PEAKS BREWING COMPANY ADDRESS OF OBA: LONGMONT, COLORADO NATURE: CRAFT BREWING COMPANY INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: MEMBER OF THE BOARD OF DIRECTORS DUTIES: ATTEND MONTHLY TELEPHONIC BOARD MEETINGS START DATE: 01/01/1995 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 2). NAME OF OBA: SUN CREATIVE INVESTMENTS L.P. ADDRESS OF OBA: WASHINGTON, D.C. NATURE: INVESTMENT PARTNERSHIP WITH FAMILY INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: PARTNER DUTIES: OVERSEE INVESTMENTS START DATE: 01/01/1992 APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1 3). NAME OF OBA: BURKA OCEANAGE, LLC ADDRESS OF OBA: FORT LAUDERDALE, FLORIDA NATURE: REAL ESTATE INVESTMENT INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: OWNER DUTIES: OVERSEE PROPERTY START DATE: 01/01/2003 APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Mark Bennett Burka

Experience: 32 years / 3 firms

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