Kevin Burns (CRD# 6948777) is an Investment Advisor Representative working at Cuso Financial Services in Marina Del Rey, CA and has over 4 years of experience in the finance industry.
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 6164184
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2170883
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Genesis Wealth Partners | Marina Del Rey, CA | Jan 2024 - Current | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Jan 2024 - Current | < 1 |
| Cuso Financial Services, LP | San Diego, CA | May 2020 - Jan 2024 | 3 |
| Skyone Federal Credit Union | Hawthorne, CA | May 2020 - Jan 2024 | 3 |
| Thrivent Investment Management Inc. | Glendale, CA | Jul 2019 - May 2020 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2018 - Jun 2019 | < 1 |
| Bunzl Distribution | Anaheim, CA | Feb 2017 - Aug 2018 | 1 |
| Marriott | Bethesda, MD | Dec 2015 - Feb 2017 | 1 |
| Marriott | Washington Dc, DC | Nov 2014 - Dec 2015 | 1 |
| Marriott | Washington Dc, DC | Jun 2014 - Nov 2014 | < 1 |
| Zest | Indianapolis, IN | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- CA
- TX
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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