John Burns
John Burns is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Winston-Salem, NC, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
751 West 4th Street, Suite 320, Winston-Salem, NC, 27101
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Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
John is a general partner in Gypsy Sally's Leakey LLC, spending minimal time. He also serves on the finance committee for the Couse-Sharp Foundation and the HeartGift Foundation, dedicating a few hours per week to these roles.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations35 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.