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Christopher John Burke

Investment adviser representative at Azimuth Capital Management
15 yearsYears since first job or exam
1 stateRegistered in
CFP® certificationDesignation
$4B

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

15 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Azimuth Capital ManagementAug 2023 to now
  2. M Holdings SecuritiesMar 2017 to now
  3. Lovasco Consulting GroupFeb 2017 to now
  4. Mainstay Capital ManagementMay 2014 to Feb 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2011
  • Series 63 · Uniform Securities Agent State Law2017

State registrations

Registered as an investment adviser representative in 1 state (MI).

Azimuth Capital Management

Legal name: Azimuth Capital Investment Management LLC

$4B
404Clients
10Advisers
4 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

5973546
319062
Advisor's SEC record (opens in a new tab)
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