Albert Burns is a registered investment advisor at LPL Financial LLC, based in Plano, TX, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7500 Dallas Parkway Ste 485, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Albert operates Simmons Investment Services as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Wells Fargo Advisors
Wells Fargo AdvisorsBroker
Nationwide Securities, LLC
Nationwide Investment Services CorporationBroker
Prudential Annuities Distributors, INCBroker
Ast Investment Services, INC.
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Calamos Asset Management INC
Calamos Financial Services, INC.Broker
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations11 states
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.