Noah Burns, financial advisor Mission Viejo CA

Noah Burns

CRD Number: 5388987
Current Firm: Stifel, Nicolaus & Company, Incorporated

Noah Burns (CRD# 5388987) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mission Viejo, CA and has over 13 years of experience in the finance industry. Noah 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.

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Professional Designations
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. San Juan Capistrano, CA Jul 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Noah C. Burns
Phone Number: 314-342-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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