Caroline Burns is a registered investment advisor at LPL Financial LLC, based in Olive Branch, MS, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6543 Goodman Road, Olive Branch, MS, 38654
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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.
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Caroline operates under the DBA Renasant Financial Services since 2009. She also co-owns Simply Southern Rentals, LLC, a real estate rental business, with her husband, dedicating minimal time to it, and Ashlan Inc, a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bancorpsouth Investment Services, INC.Broker
Bancorpsouth Investment Services, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Trustmark Securities, INC.
Trustmark Securities, INC.Broker
State Registrations12 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.