Gregory Burns
Gregory Burns is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Owego, NY, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
35 Lake Street, Owego, NY, 13827
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Regulatory History (1)
Employment Separation After Allegations
September 2016Other Business Activities
Gregory is an independent contractor and financial advisor for Raymond James Investment Services through Entrust Wealth Management, dedicating about half of his time to this role. He is also a partner in I see the lake LLC, a family-owned vacation property, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Edward Jones
Edward JonesBroker
State Registrations7 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.