TB
ChFC
TB
ChFC

Terrence Burns

34 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker

Terrence Burns is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
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
June 2008
Settled
Other Business Activities

Terrence has 100% ownership of T Burns Capital LLC, which is investment related. This takes about a quarter of his time, including time during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Wells Fargo Advisors
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2025 · 17 yrs 4 mos
Wells Fargo Advisors
January 2008 - May 2025 · 17 yrs 4 mos
A. G. Edwards & Sons, INC.
January 2006 - January 2008 · 2 yrs
A. G. Edwards & Sons, INC.Broker
January 2006 - January 2008 · 2 yrs
Van Der Moolen Specialists USA, LLCBroker
June 2000 - August 2005 · 5 yrs 2 mos
Fagenson & CO., INC.Broker
February 1996 - June 2000 · 4 yrs 4 mos
J. Streicher & CO.Broker
April 1989 - June 1994 · 5 yrs 2 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAILINMAMDMEMIMNMONCNHNJNMNYOHORPARISCTNTXVAVTWAWI
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.
Terrence Burns - Financial Advisor | TrueAdvisor