Linda Burns, financial advisor Surprise AZ
78 score

Linda Burns

CRD Number: 6056807
Current Firm: Oneamerica Securities, Inc.

Linda Burns (CRD# 6056807) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Surprise, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities South Jordan, UT Oct 2014 - Current 2
American United Life South Jordan, UT Aug 2014 - Current 2
Send Out Cards Spanish Fork, UT Nov 2011 - Oct 2014 2
World Financial Group, Inc. South Jordan, UT Oct 2011 - Oct 2014 3
Manifest Investments, Inc. Herriman, UT Mar 2010 - Oct 2014 4
Transamerica Financial Advisors, Inc. South Jordan, UT Feb 2012 - Sep 2014 2
Transamerica Financial Group, Inc. South Jordan, UT Oct 2011 - Sep 2014 2
Copper Ridge Steamboat Springs, CO Sep 2007 - Nov 2013 6
Manifest Investment Inc. Dba: Linda Burns Insurance Agency Spanish Fork, UT Mar 2010 - Apr 2013 3
Nationwide Insurance Sandy, UT Aug 2010 - Jul 2012 1
Rental Property Steamboat Springs, CO Jun 2009 - Jan 2012 2
University View Publisher Springville, UT Feb 2009 - Aug 2010 1
Brown Amp; Brown Steamboat Springs, CO Apr 2008 - Feb 2009 < 1
The Jordan Company San Bernardino, CA Apr 2005 - Apr 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Linda F. Burns
Phone Number: 877-285-3863
Registered State(s):
  • AZ
  • UT
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
78

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