Kaleb Burns Email & Phone Number

King Of Prussia, Pa, Us

King Of Prussia, Pennsylvania, United States

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Independence Square Advisors, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

United States

Remote

Middletown Township, Pennsylvania, United States

Investment related compliance and supervision of 19 financial advisors, 20 licensed bankers, and 4 Premier advisors. Maintain OSJ office per corporate policy to comply with federal regulations. Conduct trade reviews as well as resolve client inquiries prior to them becoming a complaint. Review gift and entertainment, correspondence requests.

Harrisburg, Pennsylvania, United States

I worked with individuals and families to identify and prioritize financial goals, create a comprehensive financial plan, and the implementation of the plan by utilizing investments and other financial products. My goal as an advisor was to understand my clients on a deeper level by using a process to uncover their financial goals, objectives, and concerns about their current financial position. Through this process I was able to tailor recommendations specifically to the client to help them meet their financial goals and aspirations.

Hershey, Pennsylvania, United States

I worked with individuals and families to identify and prioritize financial goals, create a comprehensive financial plan, and the implementation of the plan by utilizing investments and other financial products. My goal as an advisor was to understand my clients on a deeper level by using a process to uncover their financial goals, objectives, and concerns about their current financial position. Through this process I was able to tailor recommendations specifically to the client to help them meet their financial goals and aspirations.

Harrisburg, Pennsylvania, United States

I worked with individuals and families to identify and prioritize financial goals, create a comprehensive financial plan, and the implementation of the plan by utilizing investments and other financial products. My goal as an advisor was to understand my clients on a deeper level by using a process to uncover their financial goals, objectives, and concerns about their current financial position. Through this process I was able to tailor recommendations specifically to the client to help them meet their financial goals and aspirations.

York, Pennsylvania, United States

I worked with individuals and families to identify and prioritize financial goals, create a comprehensive financial plan, and the implementation of the plan by utilizing investments and other financial products. My goal as an advisor was to understand my clients on a deeper level by using a process to uncover their financial goals, objectives, and concerns about their current financial position. Through this process I was able to tailor recommendations specifically to the client to help them meet their financial goals and aspirations.

Lancaster, Pennsylvania Area

Improve production results for the f inancial advisors that I was assigned. Identifying opportunities in the advisors book of business, outbound calling to scheduling client meetings, and servicing existing clients.

Mechanicsburg, Pennsylvania

Hershey, Pennsylvania