Hal Burns is a registered investment advisor at LPL Financial LLC, based in Ontario, CA, with 10 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
1920 S. Archibald Ave. #F, Ontario, CA, 91761
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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
Hal operates several businesses, including Verus Capital Partners LLC, Hal Burns & Associates, Inc (tax prep, accounting, and bookkeeping), TM Professionals (non-variable insurance producer), and Burns Tax & Wealth Management. He spends a significant amount of time on tax preparation and accounting, about a third of his time.
Employment History
Current Registrations
LPL Financial LLC
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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