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professional profile

Kathleen Lynda Burke, CFP

IAR Doylestown, PA CRD 5134624 Last verified October 2026

Overview

Kathleen Lynda Burke is an investment adviser representative based in Doylestown, PA, with 20 years in the industry.

Years in the industry
20
States registered
1
Exams passed
2
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63
  • Series 66

Every state, with registration and license dates

Firms

Employment history since 2011

Book and practice

Firm assets under management on file

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