James Burns is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Homewood, AL, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
600 University Park Place, Suite 130 & 175, Homewood, AL, 35209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James co-owns Wolf Creek Ranch Ski Lodge LLC and owns a cabin rental property. He also has significant ownership and time commitments to Peritus Wealth Management, LLC and Peritus Holdings, LLC, dedicating full-time hours to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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