Kevin Burns (CRD# 1043080) is an Investment Advisor Representative working at Coastal Bridge Advisors in Santa Barbara, CA and has over 35 years of experience in the finance industry.
CRD# 1987375
Haven Capital Group
Score
103
CRD# 2417829
Independent Financial Partners
Score
101
CRD# 5238953
Brightpath Wealth Planning, LLC
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2012 - Current | 6 |
| Llbh Private Wealth Management, LLC | Westport, CT | Dec 2009 - Current | 8 |
| Nutmeg Securities, LLC | Fairfield, CT | Oct 2008 - Dec 2011 | 3 |
| Llbh Group Private Wealth Management, LLC | Westport, CT | Oct 2008 - Jan 2010 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Westport, CT | Aug 2000 - Oct 2008 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Customer Dispute
- CA
- TX
- CT
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Total Assets Under Management1,741MILLIONS
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Total Number of Accounts4,115ACCOUNTS
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Average Account Value$423,064
- 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)
CA, CT, FL, LA, NH, NJ, NY, TX, VA
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