Marie Burns
Marie Burns is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chandler, AZ, with 24 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
575 W Chandler Blvd, Suite 220, Chandler, AZ, 85225-7534
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2015Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Marie is involved in several business activities, including writing a book on financial organization, operating DBAs for her LPL business, and providing financial planning services through Wise World Investment Planning. She also sells non-variable insurance products like life and long-term care, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Wise World Investment Planning
Previous Registrations
Sagepoint Financial, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Clifton Gunderson Wealth Advisors
Valmark Securities, INC.Broker
Cg Brokerage L.L.C.Broker
Clifton Gunderson Wealth Management
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
State Registrations6 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.