David
Burns
Prime Capital Investment Advisors, LLC
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About this Advisor
David Burns is a financial advisor operating in Hammond, Louisiana who has 1 year of industry experience. Burns currently works for Prime Capital Investment Advisors, LLC. During their career, the advisor has held roles at Burns Estate Planning, Ae Wealth Management, LLC, Burns Wealth Advisors and Prime Capital Investment Advisors, LLC. Burns has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Louisiana. Prime Capital Investment Advisors, LLC is an advisory business that has its headquarters in Leawood, KS. The company has offices in 61 locations and a total of 305 financial advisors. It handles $17 billion in assets under management between its 21,894 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 21,894 client accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types billed by Prime Capital Investment Advisors, LLC may include any blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prime Capital Investment Advisors, LLC Brokerage Details
$16,687,174,483
305
21,894
$762,180
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Burns Work History
David has been registered as a financial advisor for 1 years.*
Prime Capital Investment Advisors, LLC
Burns Estate Planning
Burns Wealth Advisors
Ae Wealth Management, LLC
*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 David 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 Prime Capital Investment Advisors, LLC
Round O, SC
Leawood, KS
Leawood, KS
Hammond, LA
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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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