Kevin Burns (CRD# 1043080) is an Investment Advisor Representative working at Coastal Bridge Advisors in Westport, CT and has over 41 years of experience in the finance industry.
CRD# 2637653
Wells Fargo Advisors
CRD# 6255377
Abbondandolo Wealth Management Corp
CRD# 2915697
Abbondandolo Wealth Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Llbh Private Wealth Management, LLC | Westport, CT | Dec 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1992 |
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- CA
- CT
- TX
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Total Assets Under Management2,815MILLIONS
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Total Number of Accounts4,259ACCOUNTS
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Average Account Value$660,878
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, ID, LA, MA, NH, NJ, NV, NY, SD, TX, VA
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