MB
CFP
MB
CFP
Michael Burns
28 Years of Experience
Watkinsville, GA
1 DisclosureBroker
Michael Burns is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1360 Caduceus Way, Bldg 800, Suite 101, Watkinsville, GA, 30677
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2018 - Present · 8 yrs
Raymond James Financial Services, INC.Broker
July 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2003 - July 2018 · 15 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
June 2002 - July 2018 · 16 yrs 1 mo
Wachovia Securities, INC.Broker
September 1997 - June 2002 · 4 yrs 9 mos
State Registrations24 states
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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.