Curtis Burns

Curtis Burns Email and Phone Number

Partner and Financial Advisor @ San Marcos, CA, US
San Marcos, CA, US
Curtis Burns's Location
San Marcos, California, United States, United States
Curtis Burns's Contact Details

Curtis Burns work email

Curtis Burns personal email

n/a

Curtis Burns phone numbers

About Curtis Burns

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Financial Planning, Securities, Asset Management, and Retirement Planning. Strong finance professional with a Bachelor of Applied Science (BASc) focused in Finance, General from San Diego State University-California State University. Investment advisory services offered through Integrated Advisors Network, LLC (IAN) dba The Burns-Blackburn Group, a registered investment advisor, 75 Malaga Cove Plaza, Unit 5, Palos Verdes Estates, CA 90274 (855) 729-4222. IAN, dba The Burns-Blackburn Group, and MAS are not affiliated entities.Securities offered through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. IAN, dba The Burns-Blackburn Group, and MAS are not affiliated entities.

Curtis Burns's Current Company Details
The Burns Blackburn Group

The Burns Blackburn Group

Partner and Financial Advisor
San Marcos, CA, US
Curtis Burns Work Experience Details
  • The Burns Blackburn Group
    Partner And Financial Advisor
    The Burns Blackburn Group
    San Marcos, Ca, Us
  • The Burns Blackburn Group
    Partner / Financial Advisor
    The Burns Blackburn Group Aug 2018 - Present
    San Marcos, California
  • Vintage West Capital Management
    Financial Advisor
    Vintage West Capital Management Apr 2016 - Aug 2018
    160 Chesterfield Drive, Suite 102, Cardiff By The Sea, Ca 92007
    Assisting Individuals, Business Owners, and their Families Create Wealth & Transition to a Comfortable Retirement
  • Platinum Wealth Partners Inc
    Partner - Wealth Management
    Platinum Wealth Partners Inc Oct 2013 - Mar 2016
    Cardiff By The Sea, Ca 92007
    Assisting Individuals, Business Owners, and their Families Create Wealth & Transition to a Comfortable Retirement
    View
  • Morgan Stanley
    Vice President
    Morgan Stanley Sep 1996 - Oct 2013
    Retirement Planning Specialist
    View
  • Painewebber
    2Nd Vice President
    Painewebber Jul 1992 - Sep 1996
    Portfolio Management / Retirement Planning Specialist
    View

Curtis Burns Skills

Investments Retirement Planning Wealth Management Securities Estate Planning Strategic Financial Planning Asset Management Portfolio Management Alternative Investments Asset Allocation Equities Financial Advisory Retirement Mutual Funds Insurance

Curtis Burns Education Details

Frequently Asked Questions about Curtis Burns

What company does Curtis Burns work for?

Curtis Burns works for The Burns Blackburn Group

What is Curtis Burns's role at the current company?

Curtis Burns's current role is Partner and Financial Advisor.

What is Curtis Burns's email address?

Curtis Burns's email address is cb****@****mwp.com

What is Curtis Burns's direct phone number?

Curtis Burns's direct phone number is +176080*****

What schools did Curtis Burns attend?

Curtis Burns attended San Diego State University-California State University.

What skills is Curtis Burns known for?

Curtis Burns has skills like Investments, Retirement Planning, Wealth Management, Securities, Estate Planning, Strategic Financial Planning, Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Financial Advisory.

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