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DB

Donald A. Burnham

NORTHEAST PLANNING ASSOCIATES
BEDFORD, NH 03110
Some features on this profile are disabled
CRD#: 838833
DB

Professional summary

Donald Arthur Burnham, who also goes by Donald A Burnham, is a registered financial advisor currently at NORTHEAST PLANNING ASSOCIATES, INC. located in Bedford, New Hampshire.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Donald has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 51 and Series 40 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donald A Burnham

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.
1. 07/19/2007: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/16/2007: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 10% - RIA provides financial planning for a fixed and/or hourly fee. 3. 3/29/2016: Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/11/2015 - 20 Hours Per Month During Securities Trading - RIA provides financial planning for a fixed and/or hourly fee along with investment management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Arthur Burnham's CRS (Customer Relationship Summary).
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 29, 2004 - Present

NORTHEAST PLANNING ASSOCIATES, INC.

Office #1: 43 Constitution Drive, Bedford, NH 03110
RIA
CRD#: 131406
BEDFORD, NH
Past

July 27, 2007 - December 31, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
BEDFORD, NH
Past

July 19, 2007 - December 31, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
BEDFORD, NH
Past

November 10, 2003 - December 14, 2007

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BEDFORD, NH
Past

May 20, 2002 - November 12, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

May 24, 1995 - May 3, 2002

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

June 14, 1977 - May 18, 1995

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NP
NORTHEAST PLANNING ASSOCIATES, INC.
ACADIA WEALTH PLANNING | TAMAGNI WEALTH ADVISORS | PROVISION WEALTH PLANNING | OLIVE TREE WEALTH | NPA WEALTH MANAGEMENT | NORTHEAST PLANNING ASSOCIATES, INC. | NEWBURYPORT PLANNING | MAINE WEALTH PLANNING | HERITAGE WEALTH PLANNING | EVERGREEN STRATEGIC PARTNERS

CRD#: 131406 / SEC#: 801-110475

RIA
Registered Investment Advisory firm - (4/28/2017 Approved)
Arizona
Registered Investment Advisory firm - (11/21/2016 Terminated)
California
Registered Investment Advisory firm - (11/24/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (9/15/2015 Terminated)
Maine
Registered Investment Advisory firm - (6/7/2017 Terminated)
Massachusetts
Registered Investment Advisory firm - (5/4/2017 Terminated)
Missouri
Registered Investment Advisory firm - (10/25/2007 Terminated)
New Hampshire
Registered Investment Advisory firm - (7/17/2017 Terminated)
New Jersey
Registered Investment Advisory firm - (11/21/2016 Terminated)
Ohio
Registered Investment Advisory firm - (12/2/2014 Terminated)
Texas
Registered Investment Advisory firm - (5/4/2017 Terminated)
Vermont
Registered Investment Advisory firm - (7/18/2017 Terminated)

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
New Hampshire
(7/29/2004)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/3/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 51
Date: 5/29/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 6/4/1977
Registered Principal Examination

Current Firm

NP
NORTHEAST PLANNING ASSOCIATES, INC.
ACADIA WEALTH PLANNING | TAMAGNI WEALTH ADVISORS | PROVISION WEALTH PLANNING | OLIVE TREE WEALTH | NPA WEALTH MANAGEMENT | NORTHEAST PLANNING ASSOCIATES, INC. | NEWBURYPORT PLANNING | MAINE WEALTH PLANNING | HERITAGE WEALTH PLANNING | EVERGREEN STRATEGIC PARTNERS

CRD#: 131406 / SEC#: 801-110475

RIA
Registered Investment Advisory firm - (4/28/2017 Approved)
Arizona
Registered Investment Advisory firm - (11/21/2016 Terminated)
California
Registered Investment Advisory firm - (11/24/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (9/15/2015 Terminated)
Maine
Registered Investment Advisory firm - (6/7/2017 Terminated)
Massachusetts
Registered Investment Advisory firm - (5/4/2017 Terminated)
Missouri
Registered Investment Advisory firm - (10/25/2007 Terminated)
New Hampshire
Registered Investment Advisory firm - (7/17/2017 Terminated)
New Jersey
Registered Investment Advisory firm - (11/21/2016 Terminated)
Ohio
Registered Investment Advisory firm - (12/2/2014 Terminated)
Texas
Registered Investment Advisory firm - (5/4/2017 Terminated)
Vermont
Registered Investment Advisory firm - (7/18/2017 Terminated)
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Contact information

Main Address
43 Constitution Drive, Bedford, NH 03110
Mailing Address
Phone number
(603) 471-0900
Established
Firm type
Fiscal year end
# of Employees
131

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NPA FINANCIAL PLANNING DISCLOSURE BROCHURE (3/31/2025)
NPA FULL DISCLOSURE BROCHURE AND WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,467
AUM (Assets Under Management)$ 327,668,966

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.

Company Information

NORTHEAST PLANNING ASSOCIATES, INC.

CRD#: 131406Bedford, NH 03110

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