James Burnor, financial advisor Toledo OH
89 score

James Burnor

CRD Number: 6052670
Current Firm: Mml Investors Services, LLC

James Burnor (CRD# 6052670) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investor Services Maumee, OH Jul 2012 - Current 4
Mass Mutual Maumee, OH Apr 2011 - Current 5
Burnor Insurance Agency Toledo, OH Jul 2006 - Current 10
Burnor Appraisal Service Toledo, OH Apr 1999 - Current 17
St Francis De Sales High School Toledo, OH Oct 1999 - Mar 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
Contact Info for James E. Burnor
Phone Number: (413)737-8400
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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