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Keaton Burke

EVERSOURCE WEALTH ADVISORS
McKinney, TX
·CRD# 7226355·7 years experience

Professional Summary

Keaton Burke, who also goes by Keaton Alexander Burke, is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Mckinney, Texas. Keaton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Keaton has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Keaton Alexander Burke

Blog Corner

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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 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.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

EVERSOURCE WEALTH ADVISORS, LLC·CRD# 286340
RIA
7300 State Highway 121, Ste. 333, Mckinney, TX 75070
November 13, 2025 - Present
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.·CRD# 312989
RIA
Frisco, TX
May 10, 2023 - November 14, 2025
CFG ADVISORS LLC·CRD# 153561
RIA
Frisco, TX
November 18, 2021 - July 3, 2023
INDEPENDENT FINANCIAL PARTNERS·CRD# 125112
RIA
Frisco, TX
February 6, 2020 - February 24, 2021

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Current Firm

EW
EVERSOURCE WEALTH ADVISORS, LLC

ABUNDANT LIFE PLANNING | WELSPIRION WEALTH MANAGEMENT | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | VERDE WEALTH | STEWARDLY ADVISORS | SEEK FIRST FINANCIAL | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | DYNE WEALTH MANAGEMENT | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | BASILEIA WEALTH | ALPHA PRINCIPLE

CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - SEC (7/29/2020 Approved)
Alabama
Registered Investment Advisory firm - Alabama (8/11/2020 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (8/11/2020 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/11/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243

Phone Number

(205) 982-5515

# of Employees

76

SEC notice filing (42 States and Territories)

Registered to provide investment advisory services in 42 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERSOURCE PART 2A (9/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

13,689

AUM (Assets Under Management)

$5,095,829,877

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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.

Unless otherwise specified below, the following outside business activities are conducted from 7330 State Highway 121; Ste. 333, McKinney, Texas 75070:
(1) Name of Business: Burke Real Estate Holdings, LLC; Investment Related: No; Nature: rental real estate; Position/Title: Owner/President; Start Date: August 2021; Approximate Number of Hours/Month: 2 hours/month outside of trading hours; Duties: Keaton manages rental property cash flows, manages utilities and oversees property management company's duties.
(2) Name of Business: BREAM LLC; Investment Related: No; Nature: rental real estate; Position/Title: Owner/President; Start Date: August 2021; Approximate Number of Hours/Month: 2 hours/month outside of trading hours; Duties: Keaton manages rental property cash flows, manages utilities and oversees property management company's duties.
(3) Since February 2020, Keaton has been a licensed insurance agent selling non-variable insurance products. This business is an investment related activity, and he spends approximately 10 hours per month during trading hours on this activity.

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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".
EW
EVERSOURCE WEALTH ADVISORS, LLC

ABUNDANT LIFE PLANNING | WELSPIRION WEALTH MANAGEMENT | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | VERDE WEALTH | STEWARDLY ADVISORS | SEEK FIRST FINANCIAL | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | DYNE WEALTH MANAGEMENT | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | BASILEIA WEALTH | ALPHA PRINCIPLE

CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - SEC (7/29/2020 Approved)
Alabama
Registered Investment Advisory firm - Alabama (8/11/2020 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (8/11/2020 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/11/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Texas
(11/13/2025)

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 65 — Uniform Investment Adviser Law Examination

Passed Oct 2019About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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KB
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