Daniel R. Burns
Professional summary
Daniel Robert Burns, who also goes by Dan Burns, is a registered financial advisor currently at BMA ADVISORS, LLC located in Newberg, Oregon.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Daniel has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Robert Burns's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2023 - Present
BMA ADVISORS, LLC
June 4, 2009 - September 30, 2024
BURNS CAPITAL INVESTMENT ADVISORS, INC.
April 14, 2003 - July 2, 2009
OSAIC FS, INC.
September 8, 1997 - July 2, 2009
OSAIC FS, INC.
July 11, 1989 - October 8, 1997
TRANSAMERICA FINANCIAL ADVISORS, INC.
March 6, 1987 - July 31, 1995
TRANSAMERICA SECURITIES SALES CORPORATION
June 17, 1985 - September 2, 1988
TRANSAMERICA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2023)
(5/1/2023)
Exams
Current Firm
BMA ADVISORS, LLC
CRD#: 124299 / SEC#: 801-62002
Contact information
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 21,587,215 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
