Alexandra J. Burke

FOCUS FINANCIAL

Belmont, MA

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CRD#: 2156294

Professional summary

Alexandra J Burke, CFP®, who also goes by Alexandra Jerome Burke, is a registered financial advisor currently at FOCUS FINANCIAL, LLC located in Belmont, Massachusetts.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Alexandra has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexandra Jerome Burke

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra J Burke's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

January 25, 2007 - Present

FOCUS FINANCIAL, LLC

RIA

CRD#: 142652

Belmont, MA

Past

March 9, 1994 - December 31, 1994

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

Past

July 15, 1991 - August 24, 1993

PARNASSUS FUNDS DISTRIBUTOR, LLC

CRD#: 15883

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/25/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/30/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/8/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/12/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOCUS FINANCIAL, LLC

CRD#: 142652 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/25/2007 Approved)

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Contact information

Main Address

Belmont, MA

Mailing Address

Phone number

(617) 484-4833

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Alexandra J. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra J Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOCUS FINANCIAL, LLC

PROTECTED INVESTORS OF AMERICA

PARNASSUS FUNDS DISTRIBUTOR, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/30/1991

Series 7

Date: 11/8/1993

Series 6

Date: 7/12/1991

Current Firm

FOCUS FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

FOCUS FINANCIAL, LLC

TRUST BUT VERIFY

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