Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Burns is a financial advisor at LPL Financial LLC. James has been in the industry since 1986 and has a diverse range of experience. James holds the Series 7, Series 63, Series 66, and Series 53 licenses. James is also registered as an investment advisor representative in Alabama. James has worked at Wells Fargo Advisors, LLC and Calvert Securities Corporation in the past. James's clients include individuals, corporations, charitable organizations, investment clubs, pension and profit sharing plans, and state and municipal government entities. James provides financial planning, portfolio management, and other advisory services. James is an Executive Vice President, Private Banking at Cadence Bank.
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
AL
01/31/2013 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
09/10/2007 - 01/06/2012
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
NA
05/07/1986 - 04/05/1990
CALVERT SECURITIES CORPORATION
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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