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Nathan Burks

QUILITY FINANCIAL ADVISORS
Rockledge, FL 32955
Some features on this profile are disabled
CRD#: 7959036
NB

Professional summary

Nathan Burks is a registered financial advisor currently at QUILITY FINANCIAL ADVISORS located in Rockledge, Florida.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nathan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
EMPOWERED TO RETIRE; NON-INVESTMENT RELATED; FARRAGUT, TN; OWNER; 04/2023; 100 HRS/MO; SELLING LIFE INSURANCE AND ANNUITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Burks'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

July 22, 2024 - Present

QUILITY FINANCIAL ADVISORS

Office #1: 1950 Rockledge Blvd Unit 201, Rockledge, FL 32955Office #2: 12744 Kingston Pike Suite 202, Farragut, TN 37932
RIA
CRD#: 304586
Rockledge, FL

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".
QF
QUILITY FINANCIAL ADVISORS
API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA
Registered Investment Advisory firm - (7/31/2019 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
Tennessee
(7/22/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/8/2024
Uniform Investment Adviser Law Examination

Current Firm

QF
QUILITY FINANCIAL ADVISORS
API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA
Registered Investment Advisory firm - (7/31/2019 Approved)
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Contact information

Main Address
1950 Rockledge Blvd Unit 201, Rockledge, FL 32955
Mailing Address
Phone number
(321) 888-2599
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts464
AUM (Assets Under Management)$ 71,000,000

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.

Company Information

QUILITY FINANCIAL ADVISORS

CRD#: 304586Rockledge, FL 32955

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