Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alan Burns is a financial advisor with over 23 years of experience in the industry. Matthew is currently registered with LPL Financial LLC in Fort Mill, South Carolina. He has also held previous positions with BB&T Securities, LLC, BB&T Investment Services, Inc., Wells Fargo Advisors, LLC, SunTrust Investment Services, Inc., NCF Financial Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, PaineWebber Incorporated, and NatCity Investments, Inc. Matthew is licensed to provide financial services in 53 states and the District of Columbia.
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
SC
01/31/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
01/02/2018 - 01/16/2018
BB&T SECURITIES, LLC (INDIAN TRAIL NC)
NC
11/06/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (INDIAN TRAIL NC)
NC
04/05/2010 - 11/06/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
01/03/2005 - 04/06/2010
SUNTRUST INVESTMENT SERVICES, INC. (CONCORD NC)
NC
09/17/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
IN
11/03/2000 - 08/13/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/03/2000 - 08/13/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
06/10/1999 - 11/14/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
OH
08/14/1997 - 07/10/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 06/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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