Cell Phone
800.308.4416
Location
Hammond (LA)
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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DAVID BURNS, MCEP®
FINANCIAL ADVISOR|MASTER CERTIFIED ESTATE PLANNER
David Burns: Master Certified Estate Planner, LA Resident Life & Health Insurance License (#121870), Registered Investment Advisor, Series 65 Securities Registered
David is a Senior Partner at Burns Estate Planning & Wealth Advisors. David has over 28+ years of experience in the Financial Services Industry. He brings industry knowledge, experience and a level of customer service that is intuitive to our service model.
His knowledge in estate planning and personal retirement income planning through Jefferson Standard Life Insurance Company complemented his study through the National Institute of Certified Estate Planners, where he obtained his Master Certified Estate Planner Designation. David is an Investment Advisor Representative and holds a LA Resident Life/Health Insurance Agent.
David resides in Hammond with his wife and dogs and loves spending time on the golf course and with his family and friends.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
