HB
HB

Hal Arthur Burns

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1920 S. Archibald Ave. #F, Ontario, CA, 91761

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Hal operates several businesses, including Verus Capital Partners LLC, Hal Burns & Associates, Inc (tax prep, accounting, and bookkeeping), TM Professionals (non-variable insurance producer), and Burns Tax & Wealth Management. He spends a significant amount of time on tax preparation and accounting, about a third of his time.

Employment History
Current Registrations
LPL Financial LLC
August 2021 - Present · 4 yrs 6 mos
Verus Capital Partners, LLC
June 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Avantax Advisory Services
September 2019 - May 2021 · 1 yr 8 mos
Avantax Investment Services, INC.Broker
August 2015 - May 2021 · 5 yrs 9 mos
State Registrations8 states
AZCACOGAIDNVTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.