Roy Lee Burns
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Dec 2025 to now
- Charles Schwab & Co, IncJul 2022 to now
- Full Time EducationJul 2022 to Jun 2023
- UpsMar 2022 to Jul 2022
- Full Time EducationJan 2021 to Mar 2022
- AmazonSep 2020 to Dec 2020
- UnemployedMar 2020 to Jul 2020
- 24-hour FitnessSep 2019 to Feb 2020
- Collier County GovernmentFeb 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7581314
- Firm CRD
- 159035