David Burns
David Burns is a registered investment advisor at Cetera Investment Advisers LLC, based in Farmington, UT, with 22 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1361 N 1075 W Suite 15, Farmington, UT, 84025
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Regulatory History (1)
Customer Dispute
August 2026Other 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
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.
Exams
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