Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ellis Burns is a financial advisor with over 37 years of experience in the industry. James has a strong background in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James is currently registered with Wells Fargo Advisors Financial Network, LLC, a firm with over 2000 licensed agents and $154 billion in assets under management. James is also registered as an investment advisor in Alabama and Texas.
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.
Investment consulting services to institutional clients
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.
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2
AL
03/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HOMEWOOD AL)
AL
07/11/2012 - 03/20/2023
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM AL)
AL
06/01/2009 - 07/17/2012
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM AL)
AL
01/24/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BIRMINGHAM AL)
NY
09/24/1985 - 01/27/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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