Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Burns is a financial advisor with Edward Jones in FARMINGTON, UT. David has been in the financial services industry since March 7, 1994. David is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds Series 6, 7, 24, 63, 65, and 66 licenses. David has worked for several firms throughout his career, including VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., and Fidelity Brokerage Services, Inc. David specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
UT
03/09/2007 - Present
Edward Jones (FARMINGTON UT)
TX
04/11/2000 - 09/18/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/11/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
OH
07/01/1996 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
03/03/1995 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
RI
12/06/1993 - 02/08/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 02/06/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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