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BURNS WEALTH ADVISORS LLC
BURNS WEALTH ADVISORS LLC
BURNS ESTATE PLANNING & WEALTH ADVISORS
HAMMOND, Louisiana
·
4 registered advisors
·
CRD# 305233
SEC# 801-117306
7
(985) 345-7114
01
Firm Overview
AUM
$343M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at BURNS WEALTH ADVISORS LLC
4 registered advisors
Christian Paul Martin Clausen
HAMMOND, Louisiana
CFP
CRD# 5750538
Christopher Logan Burns
HAMMOND, Louisiana
CRD# 6145462
David Ray Burns
HAMMOND, Louisiana
CRD# 1521464
Ernest Mcdougall Burns
HAMMOND, Louisiana
CRD# 2433296
05
Office Locations
HAMMOND, Louisiana
4 advisors
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Data sourced from SEC Form ADV filings. BURNS WEALTH ADVISORS LLC (CRD# 305233) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.