Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burns? Claim Your ProfileBurns McNeil Lowry Jr. is a financial advisor with Easterly Investment Partners LLC, specializing in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Burns has over 25 years of experience in the financial industry, and is registered with the state of Georgia as a Registered Investment Advisor and a Broker-Dealer. Burns also holds Series 7, 9, 10, 63, and 65 licenses. Burns previously worked for John Hancock Investment Management Distributors LLC, Blackrock Investments, LLC, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
12/15/2023 - Present
Easterly Investment Partners LLC (Atlanta GA)
MA
08/31/2016 - 08/05/2020
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
NY
05/06/2013 - 04/18/2016
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NJ
02/07/2007 - 03/19/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
08/20/2005 - 01/05/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (MIAMI FL)
NC
04/28/2005 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
01/21/1998 - 04/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
07/17/1996 - 12/09/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
NC
11/02/1993 - 09/30/1994
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/20/1992 - 10/13/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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