Joseph Chadwick Burns
Professional Summary
Joseph Chadwick Burns, who also goes by Chad Burns, is a registered financial advisor currently at ASPIDA FINANCIAL DISTRIBUTORS, LLC located in Spring, Texas. Joseph is registered as a RR (Registered Representative) and started their career in finance in 2006. Joseph has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chad Burns
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
ASPIDA FINANCIAL DISTRIBUTORS, LLC | ASPIDA INVESTOR SERVICES, LLC
Contact Information
Main Address
8111 Ashlane Way Suite 207, Spring, TX 77382Mailing Address
2327 Englert Dr, Durham, NC 27713Phone Number
(804) 698-0696Established
Delaware since 08/15/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(8/27/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2006About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joseph Chadwick Burns's CRS (Customer Relationship Summary).
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