John Burns (CRD# 6545179) is an Investment Advisor Representative working at Growth Point Financial LLC in Lancaster, PA and has over 8 years of experience in the finance industry.
CRD# 5472786
Foresight Financial Planning LLC
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Growth Point Financial LLC | Sinking Spring, PA | Jun 2018 - Current | 5 |
| Lpl Financial | Wyomissing, PA | Aug 2016 - Sep 2018 | 2 |
| Good Life Advisors | Wyomissing, PA | Aug 2016 - Sep 2018 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Reading, PA | Dec 2015 - Aug 2016 | < 1 |
| John Burns | Wyomissing, PA | Aug 2015 - Aug 2016 | 1 |
| Waddell & Reed | Wyomissing, PA | Aug 2015 - Aug 2016 | 1 |
| Stay At Home Dad | Reading, PA | Aug 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- PA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$163,963
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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