Debra Ann Burns
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
1 stateRegistered in
$326.3BFirm assets
28 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 assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Edelman Financial EnginesNov 2023 to now
- Financial Engines Advisors L.L.C.Oct 2023 to now
- Lion Street Financial, LLCDec 2021 to now
- Prw Wealth Management LLCDec 2021 to now
- Vertex Retirement Partners LLCSep 2021 to Dec 2021
- Summit Financial PartnersFeb 2020 to Sep 2021
- Mcguire Financial Services, Inc.Jan 2016 to Feb 2020
- LPL Financial LLCAug 2014 to Dec 2016
- Webster BankJul 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 6167274
- Firm CRD
- 104510