Marie Burns (CRD# 4379046) is an Investment Advisor Representative working at Wise World Investment Planning in Chandler, AZ and has over 22 years of experience in the finance industry. Marie Burns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Chandler, AZ | Sep 2019 - Current | 4 |
| Wise World Investment Planning | Chandler, AZ | Jan 2018 - Current | 6 |
| Various Insurance Carriers | Phoenix, AZ | Aug 2016 - Current | 7 |
| Marie Burns Inc. | Phoenix, AZ | Aug 2016 - Current | 7 |
| Sagepoint Financial, Inc. | Chandler, AZ | May 2018 - Sep 2019 | 1 |
| Waddell & Reed, Inc. | Scottsdale, AZ | Aug 2016 - Jan 2018 | 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Apr 2014 - Aug 2016 | 2 |
| Vanguard | Scottsdale, AZ | Apr 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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AZ
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