Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dennis Burns is a financial advisor who has been working in the financial industry since 1986. William currently is registered with Compound Planning and has been with the firm since 2025. Previously, William worked for USA Financial Securities Corporation, Terra Securities Corporation, Capital Brokerage Corporation, Forth Financial Securities, Corporation, Intersecurities, Inc., Mariner Financial Services, Inc. and New England Securities. William has held licenses in multiple states. William holds FINRA Series 7, SIE and Series 66 licenses. William offers Financial Planning, Educational Seminars and Publication of Periodicals to clients. William is also a Managing Partner of VMJ Legacy I, LLC. William is a board member for the office complex Santa Rosa Executive Plaza. William has been licensed in Florida since 9/26/2022. William Dennis Burns works with clients of all types, including High Net Worth Individuals and Individuals Other Than High Net Worth.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers
1
2
NY
01/01/2025 - Present
Compound Planning (NEW YORK NY)
FL
04/20/2005 - 09/30/2016
USA FINANCIAL SECURITIES CORPORATION (MARY ESTHER FL)
IL
01/01/2004 - 05/03/2005
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
12/01/1997 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
04/01/1996 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
FL
08/25/1994 - 02/26/1996
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
04/12/1994 - 08/05/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NY
05/18/1992 - 12/31/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/24/1991 - 12/20/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/20/1989 - 12/31/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 01/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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