Garrett Burns (CRD# 7214216) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 3 years of experience in the finance industry. Garrett 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# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Jan 2024 - Current | < 1 |
| Nesso Wealth | Milldale, CT | Jan 2022 - Current | 2 |
| Nesso Accounting & Tax, LLC | Milldale, CT | Jan 2022 - Current | 2 |
| Cwm, LLC | Omaha, NE | Oct 2020 - Jan 2024 | 3 |
| Flp Financial Group, LLC | Milldale, CT | May 2021 - Jan 2022 | < 1 |
| Flp Financial Group, LLC | Milldale, CT | Jan 2020 - May 2021 | 1 |
| Asset Strategies, Inc. | Avon, CT | Nov 2014 - Dec 2019 | 5 |
| Old Navy | Canton, CT | Jul 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- CT
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- 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)
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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