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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Robert Burns is a financial advisor with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. based in St Anthony, MN. Gavin has been in the financial services industry since December 2, 1996. Prior to joining Raymond James, Gavin worked at INVEST FINANCIAL CORPORATION, WASHINGTON SQUARE SECURITIES, INC., QUICK & REILLY, INC., NORWEST INVESTMENT SERVICES, INC. and LUTHERAN BROTHERHOOD SECURITIES CORP.. Gavin is registered with the state of Minnesota as a both a Registered Investment Advisor and a Broker-Dealer. Gavin also holds FINRA Series 6, 7, 63 and 65 licenses as well as the SIE exam. Gavin specializes in financial planning and investment management for individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
11/14/2013 - Present
Raymond James Financial Services Advisors, Inc. (St Anthony MN)
MN
03/26/2003 - 08/07/2009
INVEST FINANCIAL CORPORATION (ROSEVILLE MN)
CT
08/20/1999 - 04/09/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
11/06/1997 - 08/26/1999
QUICK & REILLY, INC. (NEW YORK NY)
MN
05/15/1997 - 11/03/1997
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
12/05/1995 - 05/02/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 12/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/4/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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