Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Riddick Burns is a registered investment advisor representative with LPL Financial LLC. Kathy has been working in the financial industry since 2001. Kathy is registered in North Carolina. Kathy has a strong background in the financial industry, with experience in both investment advisory and securities brokerage. Kathy is a registered representative of LPL Financial LLC. LPL Financial LLC is a leading provider of financial services to individual investors, businesses, and institutions. Kathy is dedicated to providing her clients with personalized financial advice and services.
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.
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2
NC
11/03/2008 - Present
LPL Financial LLC (CARY NC)
NC
07/16/2002 - 11/05/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (CARY NC)
IN
11/12/2001 - 07/18/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 10/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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