Unclaimed
Albert Barry Burns has been working in the financial services industry since August 1990. Albert is currently registered with LPL Financial LLC in Dallas, TX. Albert has a long history in the industry, with previous employment at CUSO Financial Services, L.P., BB&T Securities, LLC, Wells Fargo Advisors, Nationwide Investment Services Corporation, Prudential Annuities Distributors, Inc, Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Calamos Financial Services, Inc., Prudential Investment Management Services LLC, Prudential Securities Incorporated, Smith Barney Inc. and Lehman Brothers Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
11/10/2023 - Present
LPL Financial LLC (DALLAS TX)
TX
04/01/2019 - 11/10/2023
CUSO FINANCIAL SERVICES, L.P. (PLANO TX)
TX
12/02/2016 - 04/09/2019
BB&T SECURITIES, LLC (DALLAS TX)
TX
09/03/2013 - 12/07/2016
WELLS FARGO ADVISORS (IRVING TX)
OH
07/15/2009 - 01/09/2013
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CT
05/22/2008 - 12/03/2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CA
12/01/2005 - 05/16/2008
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
07/28/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IL
10/04/2001 - 02/12/2004
CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)
NJ
04/05/2001 - 09/19/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
03/01/1995 - 12/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 03/16/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/15/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/01/1988 - 06/03/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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