Kevin W. Burkle

HCP WEALTH PLANNING

Jacksonville, FL

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CRD#: 5353078

Professional summary

Kevin W Burkle, CFP® is a registered financial advisor currently at HCP WEALTH PLANNING, LLC located in Jacksonville, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Kevin W Burkle'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: 2012

Experience

Current

May 10, 2019 - Present

HCP WEALTH PLANNING, LLC

RIA

CRD#: 298864

Jacksonville, FL

Past

December 4, 2009 - May 25, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

January 1, 2008 - May 25, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

July 23, 2007 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

CARY, NC

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

Florida
(5/10/2019)

IAR

Texas
(1/28/2021)

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

State Security Law Exam

IAR

Series 66

Date: 12/3/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/2/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/20/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HCP WEALTH PLANNING, LLC

CRD#: 298864 / SEC#:

Florida

Registered Investment Advisory firm - (5/10/2019 Approved)

Texas

Registered Investment Advisory firm - (1/25/2021 Conditional Restricted)

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Contact information

Main Address

Jacksonville, FL

Mailing Address

1015 Atlantic Blvd. Suite 49, Atlantic Beach, FL 32233

Phone number

(904) 419-3784

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Kevin W. Burkle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin W Burkle's CRS (Customer Relationship Summary).

Certified licenses

Experience

HCP WEALTH PLANNING, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2009

Series 63

Date: 11/2/2007

SIE

Date: 5/25/2018

Series 7

Date: 7/30/2008

Series 6

Date: 7/20/2007

Current Firm

HCP WEALTH PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

HCP WEALTH PLANNING, LLC

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