John Burns
John Burns is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 54 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3420 Toringdon Way, Suite 510, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John owns rental property on Bald Head Island, NC since 2016. The property is managed by a property manager, requiring minimal time from John.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
First Tryon Securities, INC.Broker
E. F. Hutton & Company INCBroker
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
State Registrations25 states
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