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Barbara Ann Burns

Latour Asset Management LLC

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About Barbara Ann Burns

Barbara Ann Burns is a Registered Investment Advisor Representative associated with Latour Asset Management LLC. Barbara Ann has a background in the securities industry, having passed the Series 7 and SIE exams and previously worked at Center Street Securities, Inc. Barbara Ann specializes in financial planning and selecting other advisors.

Firm Information

Barbara Burns is currently registered with Latour Asset Management LLC. Latour Asset Management LLC is a financial planning firm that specializes in providing comprehensive financial planning services. They offer a range of services including selection of other advisers, educational seminars, and market timing services. The firm serves a variety of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. Latour Asset Management LLC is registered with the SEC and has a team of licensed agents and investment advisor representatives.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Barbara Burns’s Registration & Firm History

MO

03/15/2022 - Present

Latour Asset Management LLC (SPRINGFIELD MO)

MO

05/15/2014 - 12/08/2022

CENTER STREET SECURITIES, INC. (SPRINGFIELD MO)

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Licenses & Designations

IA

Issued 12/22/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Barbara Ann Burns. Review regulatory record here.
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