MB
ChFC
MB
ChFC

Michael Burns

40 Years of Experience
Vienna, VA
2 DisclosuresBrokerSells Insurance

Michael Burns is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 40 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8321 Old Courthouse Rd, Ste 340, Vienna, VA, 22182

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2013
Settled
Customer Dispute
July 2012
Settled
Other Business ActivitiesSells Insurance

Michael is a registered representative selling investment products through AMI Marketing Inc. since 1988, and an independent insurance agent selling fixed insurance products since 1996; each activity takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 1996 - June 2021 · 24 yrs 11 mos
Voya Financial Advisors, INC.Broker
April 1996 - June 2021 · 25 yrs 2 mos
Intersecurities, INC.Broker
December 1994 - April 1996 · 1 yr 4 mos
T.H.E. Financial Group, LTDBroker
January 1992 - December 1994 · 2 yrs 11 mos
Homestead Capital CorporationBroker
May 1990 - December 1991 · 1 yr 7 mos
Asset Management Equities, LTD.Broker
November 1988 - May 1990 · 1 yr 6 mos
Swan Securities INC.Broker
May 1986 - October 1988 · 2 yrs 5 mos
Franklin Financial Services CorporationBroker
June 1985 - March 1986 · 9 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMNMSNCNHNJNMNYOHOKORPASCSDTXUTVAWAWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Burns - Financial Advisor | TrueAdvisor