Keaton Burke
Investment adviser representative at Eversource Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$5.1BFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Eversource Wealth Advisors, LLCNov 2025 to now
- Bream LLCAug 2021 to now
- Burke Real Estate Holdings, LLCAug 2021 to now
- Oliver Lagore Vanvalin Investment Group, Inc.May 2023 to Nov 2025
- Cfg Advisors LLCNov 2021 to Apr 2023
- Independent Financial PartnersFeb 2020 to Feb 2021
- Mergent GroupJun 2019 to Jan 2020
- City of PlanoMay 2016 to Sep 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 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
- 7226355
- Firm CRD
- 286340