Susan Lyn Burke
Investment adviser representative at Iqvestment, LLC
19 yearsExperience
1 stateRegistered in
$22.3MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Iqvestment, LLCJul 2025 to now
- FusioniqOct 2024 to Jul 2025
- UnemployedJul 2024 to Oct 2024
- LPL FinancialAug 2007 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Iqvestment, LLC
$22.3MAssets managed
235Clients
2Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2906875
- Firm CRD
- 157514