John Burns

GROWTH POINT FINANCIAL LLC

Lancaster, PA 17603

Some features on this profile are disabled

CRD#: 6545179

Professional summary

John Burns is a registered financial advisor currently at GROWTH POINT FINANCIAL LLC located in Lancaster, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Non-Variable Insurance - Agent - Started 02/22/2017 John Burns is a licensed insurance agent with Growth Point Retirement Services LLC (hereinafter "GPRS"). GPRS is an insurance agency and a Limited Liability Corporation organized in the State of Pennsylvania. GPRS was formed in June 2020 and the principal owner is John Burns. GPRS office address is 313 Kentucky Ave, Sinking Spring, PA 19608. GPRS engages in the sale of insurance products, including but not limited to life insurance, Medicare supplement insurance, and fixed annuities. John Burns devotes approximately 20 hours per month to GPRS, however, only 10 of those hours per month are during security trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John 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

October 1, 2018 - Present

GROWTH POINT FINANCIAL LLC

Office #1: 2173 Embassy Dr, Lancaster, PA 17603

RIA

CRD#: 297543

Lancaster, PA

Past

January 28, 2017 - September 26, 2018

GOOD LIFE ADVISORS, LLC

RIA

CRD#: 171898

Wyomissing, PA

Past

August 23, 2016 - October 5, 2018

LPL FINANCIAL LLC

CRD#: 6413

READING, PA

Past

November 18, 2015 - September 10, 2016

WADDELL & REED

RIA

CRD#: 866

WYOMISSING, PA

Past

October 15, 2015 - September 10, 2016

WADDELL & REED

CRD#: 866

WYOMISSING, PA

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

Pennsylvania
(10/1/2018)

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 66

Date: 11/18/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2015

General Securities Representative Examination

Current Firm

GROWTH POINT FINANCIAL LLC

GROWTH POINT FINANCIAL | GROWTH POINT FINANCIAL LLC

CRD#: 297543 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (9/17/2018 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

Lancaster, PA

Mailing Address

2173 Embassy Drive, Lancaster, PA 17603

Phone number

(717) 694-6624

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 28,351,064

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

Sarah Darling

LPL FINANCIAL LLC

IAR

EPHRATA, PA

Shayne Beecher

RBC CAPITAL MARKETS, LLC

IAR

Lancaster, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John Burns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GROWTH POINT FINANCIAL LLC

GOOD LIFE ADVISORS, LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2015

Current Firm

GROWTH POINT FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GROWTH POINT FINANCIAL LLC

TRUST BUT VERIFY

Similar Advisors