Hal Burns (CRD# 6492642) is an Investment Advisor Representative working at Lpl Financial LLC in Ontario, CA and has over 8 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Verus Capital Partners, LLC | Ontario, CA | Jun 2021 - Current | 2 |
Lpl Financial LLC | Ontario, CA | May 2021 - Current | 3 |
Burns Accounting & Tax Service | Norco, CA | Oct 2011 - Current | 12 |
Burns Tax & Wealth Management | Ontario, CA | Oct 2011 - Current | 12 |
Avantax Advisory Services | Ontario, CA | Sep 2019 - May 2021 | 1 |
Avantax Insurance Agency, LLC | Ontario, CA | Feb 2016 - May 2021 | 5 |
Avantax Investment Services, Inc. | Ontario, CA | Apr 2015 - May 2021 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2015 |
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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