Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Adele Burns is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Houston, TX. Carla has been in the industry since 1994 and has experience with a variety of firms including New England Securities, Wachovia Securities, LLC, RBC Dain Rauscher Inc., Prudential Securities Incorporated, and Pruco Securities Corporation. Carla is registered in Texas and several other states to offer both investment advice and securities products.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
01/19/2010 - Present
Cambridge Investment Research Advisors, Inc. (HOUSTON TX)
TX
10/06/2005 - 01/05/2010
NEW ENGLAND SECURITIES (HOUSTON TX)
MO
02/20/2003 - 10/04/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/19/1998 - 01/24/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
05/06/1994 - 05/06/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/21/1994 - 08/09/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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