Corrin G. Burke
Professional summary
Corrin Gibbs Burke, CFP®, who also goes by Corrin Michelle Gibbs, is a registered financial advisor currently at SUCCESSFUL WEALTH STRATEGIES, LLC located in Canton, Connecticut.
Corrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Corrin has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Corrin Gibbs Burke's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
March 15, 2017 - Present
SUCCESSFUL WEALTH STRATEGIES, LLC
March 8, 2016 - March 15, 2017
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
March 3, 2016 - March 8, 2016
J. W. COLE ADVISORS, INC.
March 3, 2016 - December 23, 2016
J.W. COLE FINANCIAL, INC.
July 17, 2014 - March 3, 2016
NATIONAL PLANNING CORPORATION
July 14, 2014 - March 3, 2016
NATIONAL PLANNING CORPORATION
September 10, 2007 - July 24, 2014
COMMONWEALTH FINANCIAL NETWORK
October 21, 2002 - July 24, 2014
COMMONWEALTH FINANCIAL NETWORK
April 19, 2000 - October 16, 2002
METROPOLITAN ROSE FINANCIAL SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/15/2017)
(8/25/2021)
(3/4/2022)
(9/2/2021)
(4/13/2021)
Exams
Current Firm
SUCCESSFUL WEALTH STRATEGIES, LLC
CRD#: 286563 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 43,642,911 |
Red Flags
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