Wesley Tyrone Burns
Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Wesley Tyrone Burns? Claim your profile
Contact this firm
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
20 years in the industry.
- LPL Financial LLCDec 2019 to now
- Northwestern Mutual Wealth Management CompanyOct 2011 to Dec 2019
- Northwestern Mutual Investment Services, LLCJul 2007 to Dec 2019
- Northwestern Mutual Life Insurance, Co.Nov 2006 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5284989
- Firm CRD
- 6413