Shaun Burns
Shaun Burns is a registered investment advisor at Wells Fargo Advisors, based in Baton Rouge, LA, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4319 Bluebonnet Blvd, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
June 2008Other Business Activities
Shaun has several business activities, including 100% ownership with spouse in Sweet Home Alabama LLC (rental property), 20% ownership in Longbridge Real Estate LLC (commercial office space), 20% ownership in Longbridge Wealth Management LLC (FINET practice), and 100% ownership in SABWM LLC (FINET practice). He also serves as President of Lakes at Highland HOA, dedicating a few hours per week to safety, maintenance, and budgeting.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.p.morgan Securities INC.
J.P. Morgan Securities INC.Broker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Securities INC
Banc One Securities CorporationBroker
State Registrations21 states
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