Curtis Burns
Curtis Burns is a registered investment advisor at Madison Avenue Securities, LLC, based in Carlsbad, CA, with 34 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
2100 Palomar Airport Rd Suite 214-11, Carlsbad, CA, 92011
Get directionsHistory
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 ActivitiesSells Insurance
Curtis is involved with The Burns-Blackburn Group as an insurance agent and in administrative operations, and with Integrated Advisor Network as an investment advisor representative. He also uses Ethos Life Insurance Services, dedicating minimal time to each activity except for Integrated Advisor Network, which takes nearly full-time hours.
Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
Integrated Advisors Network LLC
Previous Registrations
Vintage West Capital Management
Mutual Securities, INC.Broker
Platinum Wealth Partners, INC.
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
State Registrations9 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.
Exams
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