L ray Burns
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you L ray 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
10 years in the industry.
- LPL Financial LLCDec 2025 to now
- Capital AnalystsJul 2024 to Jan 2026
- Lincoln InvestmentAug 2023 to Jan 2026
- Burns Financial SolutionsJun 2023 to Jan 2026
- Mss IncJun 2022 to Jun 2023
- Actalent, IncMar 2022 to Jun 2022
- Universal Robotics, IncJan 2022 to Mar 2022
- Burns Financial Solutions LLCNov 2020 to Nov 2020
- Dana IncorporatedJan 2020 to Dec 2020
- Self EmployedMay 2019 to Aug 2019
- The University of ToledoAug 2017 to Dec 2021
- Crabby Joe's DocksideMay 2017 to Aug 2018
- Terra State Community CollegeJan 2017 to May 2017
- UnemployedMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7261862
- Firm CRD
- 6413