Rachael Angeli Bourke
Professional Summary
Rachael Angeli Bourke, who also goes by Rachael Bourke, is a registered financial advisor currently at BOURKE WEALTH MANAGEMENT located in Vancouver, Washington. Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Rachael has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
As a Planning Consultant, I partner with clients in discovering and working toward their financial dreams. I believe that financial planning plays a crucial part in our lives and impacts many aspects of personal health and well-being. By taking clients through Fidelity's planning process, we are able to strive for peace of mind and financial security together.
Other Aliases
Rachael Bourke
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
Education
Oregon State University
Environmental Economics, Bachelor of Arts (BA)
Environmental Economics, Bachelor of Arts (BA)
Santa Barbara City College
Arts and Humanities, Associate of Arts
Arts and Humanities, Associate of Arts
2018
Santa Barbara City College
Social Sciences, Associate of Arts
Social Sciences, Associate of Arts
2018
Santa Barbara City College
Math and Science, Associate of Science
Math and Science, Associate of Science
2018
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Current Firm
BOURKE WEALTH MANAGEMENT
Contact Information
Main Address
222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101Phone Number
(805) 966-2122# of Employees
4SEC 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
256AUM (Assets Under Management)
$141,443,457Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
BOURKE WEALTH MANAGEMENT
State Registrations and Notice Filings
(10/4/2023)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Rachael Angeli Bourke's CRS (Customer Relationship Summary).
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