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William Joseph Burns

MGI Funds Distributors, LLC

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About William Joseph Burns

William Joseph Burns is an active advisor in the securities industry with over 20 years of experience. William is currently registered with MGI Funds Distributors, LLC, and has a Series 6, 7TO, 24, 63 and 65 licenses. William has previously worked at VANGUARD MARKETING CORPORATION from 2003 to 2024. William's expertise includes a range of investment products and services.

Firm Information

William Burns is currently registered with MGI Funds Distributors, LLC. MGI Funds Distributors, LLC is a Limited Liability Company formed in January 2012 and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It also has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

64

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.

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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William Burns’s Registration & Firm History

ME

07/30/2024 - Present

MGI Funds Distributors, LLC (Portland ME)

PA

08/25/2003 - 04/01/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 12/07/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2023

Series 24 - General Securities Principal Examination

BC

Issued 05/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Joseph Burns.
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