Douglas Burns (CRD# 4223033) is an Investment Advisor Representative working at Bpc Advisors LLC in East Syracuse, NY and has over 22 years of experience in the finance industry. Douglas Burns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bpc Advisors, LLC | East Syracuse, NY | Oct 2016 - Current | 7 |
| Rockbridge Investment Management, LLC | Syracuse, NY | Jan 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- NY
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Total Assets Under Management142MILLIONS
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Total Number of Accounts405ACCOUNTS
-
Average Account Value$350,990
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NY
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