RB
CFP · ChFC
RB
CFP · ChFC

Royce Burns

36 Years of Experience
Savannah, GA
Broker

Royce Burns is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Savannah, GA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

530 Stephenson Avenue, Suite 100, Savannah, GA, 31405

Get directions

History

Regulatory History
Clean regulatory record

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

Royce serves as an arbitrator for FINRA dispute resolution, handling 2-3 cases per year. He also works as a contracted financial consultant for Zeiders Enterprises, spending a few hours per week providing financial planning overviews to military personnel and families.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2020 - Present · 6 yrs 1 mo
Raymond James & Associates, INC.
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2009 - July 2020 · 10 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2009 - July 2020 · 10 yrs 11 mos
Suntrust Investment Services, INC.
July 2006 - August 2009 · 3 yrs 1 mo
Suntrust Investment Services, INC.Broker
July 2006 - August 2009 · 3 yrs 1 mo
Wachovia Securities, LLC
February 2003 - July 2006 · 3 yrs 5 mos
Wachovia Securities, LLCBroker
June 2002 - July 2006 · 4 yrs 1 mo
Wachovia Securities, INC.Broker
June 2001 - June 2002 · 1 yr
Banc of America Investment Services, INC.Broker
January 1998 - June 2001 · 3 yrs 5 mos
NationssecuritiesBroker
September 1994 - January 1998 · 3 yrs 4 mos
Metlife Securities INC.Broker
May 1989 - September 1994 · 5 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
May 1989 - September 1994 · 5 yrs 4 mos
State Registrations10 states
ALCAFLGANCNYOKPASCVA
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.