Scott Burns
Scott Burns is a registered investment advisor at LPL Financial LLC, based in Bloomington, MN, with 25 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
9555 James Ave S Suite 200, Bloomington, MN, 55431
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an independent insurance agent selling non-variable insurance products, dedicating a few hours per week to this activity. He also works as a tax preparer/accountant through Burns Brothers Financial Group, spending about a third of his time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Harbour Investments, INC.
Harbour Investments, INC.Broker
Workman Securities CorporationBroker
State Registrations14 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.