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Kevin Bourke
from Bourke Wealth Management
Kevin Bourke is a financial advisor based in California, Santa Barbara,
with 30 years of experience. Kevin currently works for
Bourke Wealth Management.
Kevin maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kevin Bourke works at Bourke Wealth Management
Bourke Wealth Management is a financial advisory firm based in Santa Barbara, California. It currently has approximately $106,259,189 of assets under management and employs about 3 people. Bourke Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
222 East Canon Perdido Street,, Suite 305, Santa Barbara, California, 93101
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