Douglas
Burns
Bpc Advisors LLC
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About this Advisor
Douglas Burns is a certified financial planner and chartered financial analyst who works out of East Syracuse, New York who has 2 years of relevant experience. Burns is an employee of Bpc Advisors LLC. Throughout their career, Burns has worked at Bpc Advisors, LLC, Rockbridge Investment Management, LLC and Rjr Associates, Inc. Burns maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in New York. Bpc Advisors LLC is a company based out of East Syracuse, NY. It administers $126 million in assets across its 393 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 393 accounts, 38% belong to high-net-worth clients who have at least $1 million in assets. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees depend on the services offered. However, fees billed by Bpc Advisors LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bpc Advisors LLC Brokerage Details
$126,125,116
2
393
$320,929
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Burns Work History
Douglas has been registered as a financial advisor for 2 years.*
Bpc Advisors, LLC
Rockbridge Investment Management, LLC
Rjr Associates, Inc
*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 Douglas 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 Bpc Advisors LLC
East Syracuse, NY
East Syracuse, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
