Unclaimed
Russell Burns is a financial advisor who has been in the financial services industry since September 20, 2004. Russell Burns is currently registered with T. Rowe Price Advisory Services, Inc. and is licensed to offer investment advice in Maryland and Pennsylvania. Prior to that, Russell Burns was registered with Vanguard Marketing Corporation in Pennsylvania. Russell Burns has a Series 6, 7, 24, 63, 99TO and SIE license. Russell Burns holds the Certified Financial Planner designation.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
MD
08/25/2023 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
PA
04/18/2011 - 08/01/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
09/19/2001 - 05/07/2009
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 09/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Russell Burns is the right advisor for you? Invested Better is here to help.