Unclaimed Profile

David Ray Burns

BURNS WEALTH ADVISORS LLC·HAMMOND, Louisiana

Series 658 years registeredBURNS WEALTH ADVISORS LLC

1607 SW RAILROAD AVE., HAMMOND, LA 70403CRD# 1521464Firm CRD# 305233

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Ray Burns · HAMMOND, LA

Registration

CRD #1521464 · BURNS WEALTH ADVISORS LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BURNS WEALTH ADVISORS LLC

PRIME CAPITAL FINANCIAL

Jul 2022 – Dec 2024

Hammond, LA

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Jul 2022 – Jul 2022

Hammond, LA

BURNS ESTATE PLANNING & WEALTH ADVISORS

Sep 2019 – Jul 2022

HAMMOND, LA

AE WEALTH MANAGEMENT, LLC

Aug 2018 – Sep 2019

HAMMOND, LA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 15, 2018

Years registered · 8

Disclosure History

1985Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BURNS WEALTH ADVISORS LLC

CRD 305233 · SEC 801-117306

AUM

$343M

Regulatory assets under management

Employees

1,470 client accounts

Services offered by BURNS WEALTH ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BURNS WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Ray Burns offer?

David Ray Burns specializes in Investment Management, Fee-Only Advisory.

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, last registered with BURNS WEALTH ADVISORS LLC.

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.

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