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Michael A. Burnette

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CRD#: 1871031
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Alan Burnette, who also goes by Mike Burnette, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1988. Michael had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Burnette

Other business activities


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.
1) dba - WMG FINANCIAL ADVISORS; INVESTMENT RELATED; 620 MABRY HOOD ROAD, STE 101 KNOXVILLE TN; INVESTMENT ADVISORY; INVESTMENT ADVISOR REPRESENTATIVE; PROVIDE INVESTMENT ADVISORY SERVICES TO MY CLIENTS; START DATE: 09/2017; HOURS PER MONTH:40; HOURS PER MONTH DURING TRADING HOURS:40.////2) WMG CASUALITY; NON-INVESTMENT RELATED; 620 MABRY HOOD ROAD, SUITE 101, KNOXVILLE, TN 37932; PROPERTY & CASUALITY INSURANCE; AGENT; OFFER P&C INSURANCE PRODUCTS TO CUSTOMERS/PROSPECTS; START DATE: 6/1987; HOURS PER MONTH: 5; HOURS PER MONTH DURING TRADING HOURS: 5 ////// 3) BURNETTE CONSULTING ; NON-INVESTMENT RELATED; HOME ADDRESS; TAX PREPARATION; OWNER; PREPARE TAXES; START DATE: 6/1966; HOURS PER MONTH: 10; HOURS PER MONTH DURING TRADING HOURS: 0 /////4) WMG FINANCIAL SERVICES; INVESTMENT RELATED; 620 MABRY HOOD ROAD, SUITE 101, KNOXVILLE, TN 37932; INSURANCE; AGENT; OFFER ACCIDENT INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, PROPERTY & CASUALTY INSURANCE AND TRADITIONAL LIFE INSURANCE; START DATE: 05/15/2015; HOURS PER MONTH:40; HOURS PER MONTH DURING TRADING HOURS:40/////5) FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT SEMINAR; NON-INVESTMENT RELATED; KNOXVILLE TN; EDUCATIONAL; INSTRUCTOR/TEACHER; PRESENT SEMINAR ON HOW TO PREPARE FOR A FINANCIALLY SECURE RETIREMENT; START DATE: 03/1997; HOURS PER MONTH: 6; HOURS PER MONTH DURING TRADING HOURS: 0.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 8, 2017 - December 31, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
KNOXVILLE, TN
Past

August 15, 2017 - October 13, 2022

WMG FINANCIAL ADVISORS, LLC

RIA
CRD#: 285824
KNOXVILLE, TN
Past

February 2, 2004 - December 17, 2017

OSAIC FS, INC.

RIA
CRD#: 3870
KNOXVILLE, TN
Past

January 16, 2004 - December 17, 2017

OSAIC FS, INC.

BD
CRD#: 3870
KNOXVILLE, TN
Past

May 12, 1992 - January 21, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 12, 1992 - January 21, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

December 22, 1988 - January 30, 1989

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

December 22, 1988 - January 30, 1989

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/1/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CF
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS | PROTECTIVE EQUITY SERVICES, INC. | PROEQUITIES, INC. | PROEQUITIES INC | INVESTMENT ADVISORS | CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708 / SEC#: 801-56010, 8-32590

BD
Terminated by SEC on 08/24/2025
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Contact information


Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
P.o. Box 518, Birmingham, AL 35201-0518
Phone number
(800) 288-3035
Established
Alabama since 07/11/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
885

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

CONCOURSE FINANCIAL GROUP SECURITIES ADV PART 2 BROCHURE 2024 (3/26/2024)

Direct owners and executive officers


NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100

Regulatory assets under management


Total Number of Accounts20,957
AUM (Assets Under Management)$ 4,373,015,542

Disclosures


Regulatory Event64
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

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