Courtney James Burn
Investment adviser representative at LPL Financial LLC
17 yearsExperience
8 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCMar 2025 to now
- Ic Advisory Services IncApr 2018 to Mar 2025
- The Investment Center IncApr 2018 to Mar 2025
- Premier Energy GroupApr 2016 to Mar 2025
- Emerson ReidDec 2015 to Mar 2025
- Wealth Transition AdvisorsMay 2015 to Mar 2025
- Hundley Burn LLCDec 2014 to Apr 2019
- Capstone Insurance and Financial ServicesMay 2013 to Mar 2025
- H.d.vest Advisory ServicesAug 2009 to Apr 2018
- H.d.vest Investment ServicesAug 2009 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 8 states (FL, MD, NC, NJ, NY, PA, SC, VA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn 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
- 4263447
- Firm CRD
- 6413