Meileh Burns (CRD# 5479444) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Brea, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lspn Pro LLC | Lindon, UT | Apr 2024 - Current | < 1 |
| Changed Church | Corona, CA | Nov 2015 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Brea, CA | Jan 2012 - Current | 12 |
| World Financial Group | Brea, CA | Aug 2007 - Current | 16 |
| Prejem Real Estate | Carson, CA | May 2005 - Current | 18 |
| Twin Star Group , LLC | Brea, CA | Jan 2007 - Nov 2023 | 16 |
| Paul Mcdonald Big Band | Santa Monica, CA | Aug 2017 - Jun 2023 | 5 |
| Debtmerica Relief | Santa Ana, CA | Jul 2008 - Feb 2023 | 14 |
| Freedom In Christ Church | Laguna Hills, CA | Dec 2014 - Sep 2019 | 4 |
| Ricoh Usa | Irvine, CA | Jan 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- CA
- NJ
- NC
- TX
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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