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John Forrest Burns

Other Names: John Forrest Burns Jr
Firm:
Burns Advisory Group
Co-Owner/Co-Ceo
Type: RIA
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Description

John Burns an executive and is an owner of Burns Advisory Group, a $648M dollar RIA based in Oklahoma City, OK. John has held an industry securities registration for 11 years and is subject to SEC oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

John Forrest Burns has not answered any questions on Financial Q&A.

Top Guides

John Forrest Burns has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
High Net Worth Individuals
Individuals
Pension and Profit Sharing Plans
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Burns Advisory Group 10 years, 4 months Jan 2003 - Present
Cambridge Investment Research, Inc. 11 years, 4 months Jan 2002 - Present
Cambridge Investment Research, Inc. 2 years, 9 months Jan 2002 - Oct 2004
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 03/10/2008, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Not registered
Disclosures

1 Customer Dispute

1 Customer Dispute
As of Date
03/10/2008
06/12/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
General Securities Principal Examination Series 24 12/23/2003
General Securities Representative Examination Series 7 08/29/2000
Uniform Investment Adviser Law Examination Series 65 02/03/1997
Uniform Securities Agent State Law Examination Series 63 09/22/1986
Investment Company Products/Variable Contracts Representative Examination Series 6 08/15/1986

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees