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Burns Mcneil Lowry

Valmark Securities, Inc.

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About Burns Mcneil Lowry

Burns Mcneil Lowry is a financial advisor who has been in the industry since 1984. Burns is currently registered with Valmark Securities, Inc. in Florida. Burns has a Series 7, Series 66, and SIE license. Previously, Burns has worked for M HOLDINGS SECURITIES, INC., UBS FINANCIAL SERVICES INC., BESSEMER INVESTOR SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, INTEGRATED RESOURCES EQUITY CORPORATION, FSC SECURITIES CORPORATION, and PAINE, WEBBER, JACKSON & CURTIS INC.

Firm Information

Burns Lowry is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

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.

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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Burns Lowry’s Registration & Firm History

OH

04/22/2024 - Present

Valmark Securities, Inc. (AKRON OH)

OR

05/25/2010 - 05/03/2024

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

FL

02/27/2009 - 05/27/2010

VALMARK SECURITIES, INC. (WEST PALM BEACH FL)

NJ

12/01/2004 - 12/31/2008

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

04/11/2002 - 05/07/2004

BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)

NY

04/01/1985 - 11/06/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

06/26/1984 - 04/04/1985

INTEGRATED RESOURCES EQUITY CORPORATION

NA

07/19/1983 - 06/25/1984

FSC SECURITIES CORPORATION

NA

03/25/1982 - 05/04/1983

PAINE, WEBBER, JACKSON & CURTIS INC.

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Licenses & Designations

BOTH

Issued 08/23/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Burns Mcneil Lowry. Review regulatory record here.
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