David Burns
David Burns is a registered investment advisor at Cetera Investment Advisers LLC, based in Murray, UT, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
114 W Winchester Street, Suite 100, Murray, UT, 84107
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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
David sells fixed insurance products (life, health, disability, annuities, long-term care) and is the owner/CEO of Burns & Associates and Retirement Health Solutions, spending a few hours per week on each. He also has ownership roles in Tytan Security, Adonis Auto Group & Adonis Financial, Summit View Financial LLC, and JBJ Holdings, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Equity Services, INC.Broker
State Registrations1 state
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