Edward BurnsCRD Number: 5407776
Current Firm: Raymond James Financial Services Advisors, Inc.
Edward Burns (CRD# 5407776) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Huntersville, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Raymond James Financial Services, Inc.||Huntersville, NC||Mar 2010 - Current||7|
|Raymond James Financial Services Advisors||Huntersville, NC||Mar 2010 - Current||7|
|Williamson Wealth Group||Huntersville, NC||Mar 2010 - Current||7|
|Morgan Stanley Smith Barney||Charlotte, NC||Jun 2009 - Mar 2010||< 1|
|Citigroup Global Markets Inc.||Charlotte, NC||Aug 2007 - Jun 2009||1|
|Engage||Huntersville, NC||Jan 1999 - Aug 2007||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- 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
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