Chad Burns, financial advisor Highland IL

Chad Burns

CRD Number: 4860130
Current Firm: Lpl Financial LLC

Chad Burns (CRD# 4860130) is an Investment Advisor Representative working at Lpl Financial LLC in Highland, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Edwardsville, IL Aug 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Chad E. Burns
Phone Number: 704-733-3300
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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