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Ted Burke, Director of Retirement Plan Services, Bay Financial Associates LLC

Ted Burke
Director of Retirement Plan Services

Ted has over 30 years of experience in 401k, 403b and Defined Benefit plan administration and spent his first 17 years working for top retirement plan providers Fidelity Investments, American Express and New York Life. While on the vendor side, Ted worked with many Fortune 1000 companies heading up plan conversions, acting as a day-to-day relationship manager, developing employee education strategies, performing investment analysis and working on vendor pricing models.

Ted opened Patriot Pension Advisors in 2002 to offer a more comprehensive consulting approach for Clients. Having met rigorous qualifications, Ted has been accepted into the LPL Financial Retirement Partners Group. The Retirement Partners Group is an invitation-only network of the most experienced, most qualified retirement plan experts within LPL Financial. As an Accredited Investment Fiduciary® and LPL Investment Advisor with the Center for Fiduciary Studies, Mr. Burke adheres to the rigorous standards established by the leading proponent for Fiduciary Due Diligence.

Ted is a Registered Principal with LPL Financial having achieved the FINRA Securities Registrations 6, 7, 24 (Registered Principal), 63 and 66. These registrations are held at Mr. Burke’s broker/dealer, LPL Financial.

Ted resides in Foxboro, MA with his wife Sharon and sons Jack and Aidan.

Contact:

Email: ted@401kppa.com
Phone: (508) 543-5700 ext 100
Web: Patriot Penson Advisors

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