Claim Profile
Unclaimed Profile
KB

Karen Rayburn Burns

CAPITAL IDEAS, INC.·DALLAS, Texas
SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 99TO28 years registeredCAPITAL IDEAS, INC.
12720 HILLCREST RD, DALLAS, TX 75230CRD# 2482528Firm CRD# 114352

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Rayburn Burns · DALLAS, TX
Registration
CRD #2482528 · CAPITAL IDEAS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

Apr 1998present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 52TO
Series 53
Series 63
Series 99TO
Registration record
First registered · April 22, 1998
Years registered · 28
03

Disclosure History

1992Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
CAPITAL IDEAS, INC.
CRD 114352 · SEC 801-66816
AUM
$214M
Regulatory assets under management
Employees
5
138 client accounts
Services offered by CAPITAL IDEAS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Introduction

Speak with Karen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

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

05

Frequently Asked Questions

What services does Karen Rayburn Burns offer?
Karen Rayburn Burns specializes in Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Karen Rayburn Burns's credentials?
Karen Rayburn Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Rayburn Burns located?
Karen Rayburn Burns is based in DALLAS, Texas, working with CAPITAL IDEAS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Karen Rayburn Burns charge for services?
Karen Rayburn Burns's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL IDEAS, INC.?
CAPITAL IDEAS, INC. has approximately 5 employees and manages $214M 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 →