Caroline Burns, financial advisor Tupelo MS
93 score

Caroline Burns

CRD Number: 3104094
Current Firm: Lpl Financial LLC

Caroline Burns (CRD# 3104094) is an Investment Advisor Representative working at Lpl Financial LLC in Tupelo, MS and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Tupelo, MS Oct 2009 - Current 7
Renasant Bank Tupelo, MS Oct 2009 - Current 7
Bancorpsouth Investment Services, Inc. Jackson, MS Mar 2006 - Oct 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for Caroline R. Burns
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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