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Michael George Burns

Holbrook Holdings, Inc.

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About Michael George Burns

Michael Burns is a financial advisor with Holbrook Holdings, Inc. based in Atlanta, Georgia. Michael has been a registered representative since June 2013. Michael holds the Series 7 and Series 65 licenses. Michael is a licensed investment advisor in Oregon. Michael was previously employed with Leader Capital Corp. in Portland, Oregon. Michael specializes in portfolio management for investment companies.

Firm Information

Michael Burns is currently registered with Holbrook Holdings, Inc.. Holbrook Holdings, Inc. is an investment advisor based in Atlanta, GA. The firm manages approximately $2.3 billion in assets for 2 investment companies. Their services include portfolio management for investment companies.
Holbrook Holdings, Inc.

3225 CUMBERLAND BLVD

ATLANTA, GA 30339

$2.30B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Burns’s Registration & Firm History

GA

01/06/2024 - Present

Holbrook Holdings, Inc. (ATLANTA GA)

OR

06/25/2013 - 12/18/2015

LEADER CAPITAL CORP. (PORTLAND OR)

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Licenses & Designations

IA

Issued 02/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael George Burns.
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