Charles Burns (CRD# 2250182) is an Investment Advisor Representative working at Bay Hill Capital Management Usa, LLC in Santa Rosa Beach, FL and has over 11 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Hill Capital Management Usa, LLC | Atlanta, GA | Mar 2017 - Current | 7 |
| Triad Advisors, Inc. | Norcross, GA | Oct 2015 - Mar 2017 | 1 |
| Berkeley Capital Partners, LLC | Norcross, GA | Sep 2015 - Mar 2017 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Sep 2015 - Sep 2015 | < 1 |
| Morgan Stanley | Atlanta, GA | Dec 2012 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- FL
- GA
- TX
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts171ACCOUNTS
-
Average Account Value$283,377
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, TX
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