Keaton A. Burke

OLIVER LAGORE VANVALIN INVESTMENT GROUP

FRISCO, TX 75034

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CRD#: 7226355

Professional summary

Keaton Alexander Burke, who also goes by Keaton Alexander Burke, is a registered financial advisor currently at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. located in Frisco, Texas.

Keaton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Keaton has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keaton Alexander Burke

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.

(1) Burke Real Estate Holdings, LLC and BREAM LLC; not investment-related; Plano, TX; owner/rental real estate; Start 8/2021; 5% of time spent in these businesses. (2) Insurance agent. Various carriers. Not investment related. Approximately 10% of time each month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keaton Alexander Burke's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 10, 2023 - Present

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Office #1: 6898 Lebanon Road Suite 100, Frisco, TX 75034

RIA

CRD#: 312989

FRISCO, TX

Past

November 18, 2021 - July 3, 2023

CFG ADVISORS LLC

RIA

CRD#: 153561

FRISCO, TX

Past

February 6, 2020 - February 24, 2021

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Frisco, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC

CRD#: 312989 / SEC#: 801-120957

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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

Texas
(5/10/2023)

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

State Security Law Exam

IAR

Series 65

Date: 10/25/2019

Uniform Investment Adviser Law Examination

Current Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC

CRD#: 312989 / SEC#: 801-120957

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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Contact information

Main Address

607 East Second Avenue Suite 100, Flint, MI 48502

Mailing Address

Phone number

(810) 744-4450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,606
AUM (Assets Under Management)	$ 607,147,202

Red Flags

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

Check for any disclosures as part of your thorough research when choosing an advisor.

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Keaton A. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keaton Alexander Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CFG ADVISORS LLC

INDEPENDENT FINANCIAL PARTNERS

Primary Firm SEC Registration

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2019

Current Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

TRUST BUT VERIFY

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