Marjorie A. Burnett

MAB FINANCIAL PLANNING

Arlington, VA

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CRD#: 5088596

Professional summary

Marjorie Ann Burnett, CFP®, who also goes by Marjorie B Murrin, is a registered financial advisor currently at MAB FINANCIAL PLANNING located in Arlington, Virginia.

Marjorie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Marjorie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Tax Planning

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Insurance Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Investment Advice without Ongo...

Middle Income Client Needs

Tax Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Marjorie B Murrin

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) - RIA

Click below to view Marjorie Ann Burnett's CRS (Customer Relationship Summary).

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: 2008

Experience

Current

November 9, 2006 - Present

MAB FINANCIAL PLANNING

RIA

CRD#: 132925

Arlington, VA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(11/9/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/7/2006

Uniform Investment Adviser Law Examination

Current Firm

MAB FINANCIAL PLANNING

BURNETT, MARJORIE ANN | MAB FINANCIAL PLANNING

CRD#: 132925 / SEC#:

Virginia

Registered Investment Advisory firm - (11/9/2006 Approved)

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Contact information

Main Address

Arlington, VA

Mailing Address

Phone number

(703) 528-3205

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Contact information

(xxx) xxx-xxxx

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Marjorie A. Burnett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marjorie Ann Burnett's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAB FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 11/7/2006

Current Firm

MAB FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

MAB FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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