Kestra Advisory Services, LLC
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About this Advisor
Robert Burns is a financial advisor who lives in Boston, Massachusetts. Currently a registered financial advisor with Kestra Advisory Services, LLC, they have gathered a notable 35 years of practice in the financial advisory industry. Burns has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Burns is registered to act as an advisor based out of Massachusetts. Burns has gained experience at Conn. Mutual Life Insurance Co, Partners Group Cambridge, Partners Securities, Inc, Kestra Financial Services, Inc and Nfp Securities, Inc. Kestra Advisory Services, LLC is based out of Boston, Massachusetts, and has 513 additional offices throughout the country. Overall, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Robert Burns Work History
Robert has 35 years of experience.
Kestra Financial Services, Inc
Partners Securities, Inc
Partners Group Cambridge
Conn. Mutual Life Insurance Co
Nfp Securities, Inc
Robert Burns has no disclosures.
Please visit their SEC profile for more details.