Joshua C. Burns

LASTING MARK RETIREMENT GROUP LLC

Flowood, MS 39232

Some features on this profile are disabled

CRD#: 5696835

Professional summary

Joshua Clayton Burns, who also goes by Josh Clayton Burns, Josh Burns, is a registered financial advisor currently at LASTING MARK RETIREMENT GROUP LLC located in Flowood, Mississippi.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Clayton Burns | Josh 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.

CAPSTONE INSURANCE & FINANCIAL GROUP. Investment related. Marketing entity for medicare supplements, health, and fixed life insurance. Start 9/6/19.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Clayton Burns'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®

None

Experience

Current

July 2, 2025 - Present

LASTING MARK RETIREMENT GROUP LLC

Office #1: 4290 Lakeland Dr Suite B, Flowood, MS 39232

RIA

CRD#: 325151

Flowood, MS

Past

June 11, 2021 - August 7, 2023

TRUTORO

CRD#: 169291

Flowood, MS

Past

September 13, 2019 - June 14, 2021

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

Flowood, MS

Past

June 16, 2015 - October 4, 2019

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

RIDGELAND, MS

Past

March 31, 2015 - June 22, 2015

PARK AVENUE SECURITIES LLC

CRD#: 46173

jackson, MS

Past

April 19, 2011 - October 20, 2014

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

FLOWOOD, MS

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

Mississippi
(7/2/2025)

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: 6/23/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/18/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/2/2011

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LASTING MARK RETIREMENT GROUP LLC

IMPACT LEGACY RETIREMENT GROUP RIA, LLC | LASTING MARK RETIREMENT GROUP LLC | IMPACT LEGACY RETIREMENT GROUP, LLC

CRD#: 325151 / SEC#:

Arkansas

Registered Investment Advisory firm - (10/14/2025 Approved)

Idaho

Registered Investment Advisory firm - (3/27/2025 Approved)

Kansas

Registered Investment Advisory firm - (8/12/2024 Approved)

Mississippi

Registered Investment Advisory firm - (6/5/2024 Approved)

Missouri

Registered Investment Advisory firm - (2/28/2024 Approved)

Ohio

Registered Investment Advisory firm - (4/17/2024 Approved)

Texas

Registered Investment Advisory firm - (7/17/2025 Approved)

Wisconsin

Registered Investment Advisory firm - (6/12/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802

Mailing Address

Phone number

(844) 822-1370

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	389
AUM (Assets Under Management)	$ 32,884,245

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.

Similar Advisors

Rebecca Schneeberger

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Ridgeland, MS

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua C. Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Clayton Burns's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUTORO

FIRST HEARTLAND CAPITAL, INC.

ALLSTATE FINANCIAL SERVICES, LLC

PARK AVENUE SECURITIES LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2025

Series 63

Date: 2/21/2011

SIE

Date: 10/1/2018

Series 6

Date: 4/18/2011

Series 26

Date: 12/2/2011

Current Firm

LASTING MARK RETIREMENT GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LASTING MARK RETIREMENT GROUP LLC

TRUST BUT VERIFY

Similar Advisors