Unclaimed Profile

Lance M Burma

MILLIMAN, INC.·SEATTLE, Washington

Clean recordMILLIMAN, INC.

1301 FIFTH AVE STE 3800, SEATTLE, WA 98101-2605CRD# 2982401Firm CRD# 112245

Profile Verification

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

Identity

Lance M Burma · SEATTLE, WA

Registration

CRD #2982401 · MILLIMAN, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lance M Burma is a registered financial advisor based in SEATTLE, Washington, affiliated with MILLIMAN, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MILLIMAN ADVISORS, LLC

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MILLIMAN ADVISORS, LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2982401

Firm CRD# 112245

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Frequently Asked Questions

What services does Lance M Burma offer?

Lance M Burma specializes in Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Lance M Burma's credentials?

Lance M Burma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lance M Burma located?

Lance M Burma is based in SEATTLE, Washington, working with MILLIMAN, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Lance M Burma charge for services?

Lance M Burma's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLIMAN, INC.?

MILLIMAN, INC. has approximately 2 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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