Debra
Burns
Prw Wealth Management LLC
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About this Advisor
Debra Burns is a financial advisor who works in Quincy, Massachusetts, with 1 year of relevant experience. Burns is on the advisory team at Prw Wealth Management LLC. Over the course of their career, they have held roles at Gianno And Freda Financial Services, Investacorp Inc, Lpl Financial LLC, Webster Bank, Mcguire Financial Services, Inc, Summit Financial Partners, Vertex Retirement Partners LLC, Prw Wealth Management LLC and Lion Street Financial, LLC. Burns has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Prw Wealth Management LLC is a financial advisory company based out of Quincy, MA. It handles $488 million in assets among its 646 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 646 customer accounts, 51% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on the type of financial services provided. However, fee types charged by Prw Wealth Management LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prw Wealth Management LLC Brokerage Details
$487,641,386
13
646
$754,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Debra Burns Work History
Debra has been registered as a financial advisor for 1 years.*
Prw Wealth Management LLC
Lion Street Financial, LLC
Vertex Retirement Partners LLC
Summit Financial Partners
Mcguire Financial Services, Inc
Lpl Financial LLC
Webster Bank
Investacorp Inc
Gianno And Freda Financial Services
*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 Debra 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 Prw Wealth Management LLC
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
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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