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Paul David Burns

Mariner Independent

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About Paul David Burns

Paul Burns is a financial advisor at Mariner Independent, a registered investment advisor firm. Paul has been in the financial services industry since 2012 and is registered in several states. Paul holds Series 66, 7, and SIE licenses. Paul's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Paul is a Certified Financial Planner (CFP®). Paul is licensed in Maryland and Texas. Paul's firm has a client base of high net worth individuals, corporations, and individuals, pension and profit-sharing plans, and charitable organizations. Mariner Independent provides advisory services to individuals and businesses. Paul's firm provides financial planning, portfolio management, and pension consulting. Paul's firm manages approximately $4.3 billion in assets.

Firm Information

Paul Burns is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Paul Burns’s Registration & Firm History

MD

10/25/2024 - Present

Mariner Independent (Annapolis MD)

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Licenses & Designations

BOTH

Issued 11/07/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul David Burns.
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