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Gavin Burns

29 Years of Experience
Shoreview, MN
1 DisclosureBroker

Gavin Burns is a registered investment advisor at RBC Capital Markets, LLC, based in Shoreview, MN, with 29 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

520 West Highway 96, Suite 100, Shoreview, MN, 55126-1904

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History

Regulatory History (1)
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Customer Dispute
June 2007
Denied
Other Business Activities

Gavin works as an associate/employee at Bremer Bank, advising clients about their finances, and dedicates about half of his time to this role. He also works for Bremer Investments as a financial advisor, dedicating about half of his time.

Employment History
Current Registrations
RBC Capital Markets, LLC
April 2025 - Present · 1 yr 1 mo
RBC Capital Markets, LLC
April 2025 - Present · 1 yr 1 mo
RBC Capital Markets, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2009 - April 2025 · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
August 2009 - April 2025 · 15 yrs 8 mos
Invest Financial Corporation
April 2003 - August 2009 · 6 yrs 4 mos
Invest Financial CorporationBroker
March 2003 - August 2009 · 6 yrs 5 mos
Washington Square Securities, INC.Broker
August 1999 - April 2002 · 2 yrs 8 mos
Quick & Reilly, INC.Broker
November 1997 - August 1999 · 1 yr 9 mos
Norwest Investment Services, INC.Broker
May 1997 - November 1997 · 6 mos
Lutheran Brotherhood Securities CORP.Broker
December 1995 - May 1997 · 1 yr 5 mos
State Registrations13 states
AZCAFLILINMNMOMTNYOHSDTNWI
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.
Gavin Burns - Financial Advisor | TrueAdvisor