Michael
Burns
Transamerica Financial Advisors, Inc
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About this Advisor
Michael Burns is a financial advisor who works in Braintree, Massachusetts who has 1 year of relevant experience. Burns works at Transamerica Financial Advisors, Inc. During their career, Burns has held roles at Mass Mutual, Waddell & Reed, Inc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Tata Consultancy Services Limited, Wealthwave, Michael Burns As Proprietor, Precision Consulting and Massmutual Financial Services. Burns has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Massachusetts. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It controls $2 billion in assets among its 59,659 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 59,659 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically depend on the type of services offered. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Michael Burns Work History
Michael has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Tata Consultancy Services Limited
Wealthwave
World Financial Group, Inc
Michael Burns As Proprietor
Transamerica Financial Advisors, Inc
Precision Consulting
Waddell & Reed, Inc
Mass Mutual
Massmutual Financial Services
Massmutual 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 Michael 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 Transamerica Financial Advisors, Inc
Milpitas, CA
Fort Myers, FL
Plano, TX
Colorado Springs, CO
Bridgeport, MI
Bellevue, WA
Braintree, MA
Irvine, CA
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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