De Ann Derbonne
Professional Summary
De Ann Derbonne, who also goes by De Ann Derbonne Pacheco, is a registered financial advisor currently at BURKE WEALTH MANAGEMENT, LLC located in Houston, Texas. De is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. De has worked at 2 firms and has passed the SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
De Ann Derbonne Pacheco
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Videos & Posts
This advisor has not added any videos or posts yet.
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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
20 years in the financial services industry
Current & Past Employments
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Current Firm
BURKE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3355 W Alabama St Suite 910, Houston, TX 77098Phone Number
(713) 933-5402# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
128AUM (Assets Under Management)
$95,240,442Similar Advisors
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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.
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Primary Firm SEC Registration
BURKE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(4/16/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view De Ann Derbonne's CRS (Customer Relationship Summary).
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