Curtis
Burns
Integrated Advisors Network LLC
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About this Advisor
Curtis Burns is a financial advisor working in Dallas, Texas with a total of 5 years of relevant experience. Burns is on the advisory team at Integrated Advisors Network LLC. Over the course of their career, they have held roles at Platinum Wealth Partners, Inc, Vintage West Capital Management, Madison Avenue Securities, LLC, Morgan Stanley Smith Barney, Mutual Securities, Inc and Integrated Advisors Network, LLC. Burns maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Integrated Advisors Network LLC is a company operating out of Dallas, TX. The company has offices in 39 locations and a total of 81 people on staff. It controls $4 billion in assets under management across its 11,258 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 40 charities and foundations. Of its 11,258 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which service is offered. Fee types charged by Integrated Advisors Network LLC most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$3,553,521,550
81
11,258
$315,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Curtis Burns Work History
Curtis has been registered as a financial advisor for 5 years.*
Madison Avenue Securities, LLC
Integrated Advisors Network, LLC
Vintage West Capital Management
Platinum Wealth Partners, Inc
Mutual Securities, Inc
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Curtis Burns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Advisors Network LLC
Dallas, TX
Springfield, MO
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Hartford, CT
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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