Timothy BurnsCRD Number: 4447981
Current Firm: 1st Global Advisors Inc.
Timothy Burns (CRD# 4447981) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry.
Ubs Financial Services Inc.
Eclectic Associates, Inc.
|1st Global Insurance Services||Rancho Cucamonga, CA||Jul 2007 - Current||10|
|1st Global Advisors Inc.||Rancho Cucamonga, CA||Jan 2006 - Current||12|
|1st Global Capital Corp.||Rancho Cucamonga, CA||Jul 2004 - Current||13|
|Timothy J. Burns, Cpa||Rancho Cucamonga, CA||Oct 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2004|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY