Unclaimed
James Burden is a financial advisor with over 25 years of experience in the industry. James Burden is currently registered with LPL Financial LLC and has been with the firm since 1996. Previously, James Burden was registered with American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, MN. James Burden is also licensed in multiple states, including Arizona, Florida, Indiana, Michigan, North Carolina, Ohio, and Pennsylvania.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
09/03/2010 - Present
LPL Financial LLC (NEW BALTIMORE MI)
MN
11/23/1994 - 02/07/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/23/1994 - 02/07/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Burden is the right advisor for you? Invested Better is here to help.