Susan Burns

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CRD#: 4875600

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Susan Burns, CFP®, who also goes by Sue Burns, was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1997. Susan had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Sue Burns

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Past

September 13, 1997 - December 31, 2022

SUSAN BURNS DBA SNUG HARBOR FINANCIAL PLANNING

RIA

CRD#: 132213

MARSHFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

SUSAN BURNS DBA SNUG HARBOR FINANCIAL PLANNING

SNUG HARBOR FINANCIAL PLANNING | SUSAN BURNS DBA SNUG HARBOR FINANCIAL PLANNING | SNUG HARBOR FINANCIAL PLANNING, INC.

CRD#: 132213 / SEC#:

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Contact information

Main Address

Marshfield, MA

Mailing Address

Po Box 1056, Marshfield, MA 02050-1056

Phone number

(781) 424-0166

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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