Nathaniel Fields Burne
Investment adviser representative at Burne Financial Concepts, LLC
18 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$113.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Burne Financial Concepts, LLCJun 2018 to now
- Cambridge Investment Research Advisors IncFeb 2008 to Jun 2018
- Cambridge Investment Research, IncFeb 2008 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, LA, TX).
Burne Financial Concepts, LLC
$113.7MAssets managed
144Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2400125
- Firm CRD
- 293013