Claim Profile
DB

David Ray Burns

BURNS WEALTH ADVISORS LLC·HAMMOND, Louisiana
Unclaimed Profile
1607 SW RAILROAD AVE., HAMMOND, LA 70403CRD# 1521464Firm CRD# 305233
01

About

David Ray Burns is a registered financial advisor based in HAMMOND, Louisiana, affiliated with BURNS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BURNS WEALTH ADVISORS LLC
BURNS ESTATE PLANNING & WEALTH ADVISORS
AUM
$343M
Regulatory assets under management
Employees
7
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1521464
Firm CRD# 305233
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HAMMOND?

Browse all registered financial advisors in HAMMOND, Louisiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Ray Burns offer?
David Ray Burns specializes in Investment Management, Fee-Only Advisory. Contact their office in HAMMOND, Louisiana for a consultation.
What are David Ray Burns's credentials?
David Ray Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ray Burns located?
David Ray Burns is based in HAMMOND, Louisiana, working with BURNS WEALTH ADVISORS LLC. Their office serves clients in the HAMMOND metropolitan area and surrounding communities.
How does David Ray Burns charge for services?
David Ray Burns's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNS WEALTH ADVISORS LLC?
BURNS WEALTH ADVISORS LLC has approximately 7 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty