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Daniel Patrick Burke

Daniel P. Burke

BRENTWOOD, TN
Some features on this profile are disabled
CRD#: 5677028
Daniel Patrick Burke
Daniel Patrick Burke

Professional summary

Daniel Patrick Burke, CFP®, ChFC® was a registered financial advisor .

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel had worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 840 CRECENT CENTRE DR. STE 500 FRANKLIN, TN 37067; START DATE 09/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF BURKE FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRANKLIN, TN; START DATE: 09/2014] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRANKLIN, TN; START DATE: 11/2018] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave, New York, NY 1010; Start Date 01/2024; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

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®
CFP®

Certified Financial Planner

Start date: 2017

ChFC®

Chartered Financial Consultant

Experience

Current

August 20, 2026 - Present

BRENTWOOD, TN
Past

July 2, 2014 - September 10, 2026

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
FRANKLIN, TN
Past

May 11, 2010 - September 10, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
FRANKLIN, TN

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
Tennessee
(8/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/11/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/3/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/10/2010
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

Red Flags

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

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Company Information

No current employment

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