Courtney James Burn

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 03/2025
  Capstone Insurance And Financial Services
  Toms River, NJ
• 12/2015 → 03/2025
  Emerson Reid
  Elmwood Park, NJ
• 05/2015 → 03/2025
  Wealth Transition Advisors
  Mount Olive, NJ
• 12/2014 → 04/2019
  Hundley Burn Llc
  Mount Olive, NJ
• 04/2016 → 03/2025
  Premier Energy Group
  Meddlesex, NJ
• 04/2018 → 03/2025
  The Investment Center Inc
  Mt. Olive, NJ
• 04/2018 → 03/2025
  Ic Advisory Services Inc
  Mt. Olive, NJ
• 03/2025 → Present
  Lpl Financial Llc
  Budd Lake, NJ
• 08/2009 → 04/2018
  H.D.VEst Investment Services
  Newton, NJ
• 08/2009 → 04/2018
  H.D.VEst Advisory Services
  Newton, NJ

Previous Registrations

• 2018-04-02 → 2025-03-06
  Ic Advisory Services, Inc.
  Montville, NJ
  Bedminster, NJ
  Budd Lake, NJ
• 2009-09-03 → 2018-04-04
  Avantax Advisory Services
  Hopatcong, NJ
  Bluffton, SC
• 2008-03-24 → 2009-09-02
  Wells Fargo Clearing Services, Llc
  Millburn, NJ
  Short Hills, NJ
  Millburn, NJ
• 2004-12-08 → 2008-03-26
  Banc Of America Investment Services, Inc.
  Hackettstown, NJ
  Hackettstown, NJ
• 2002-05-23 → 2003-06-26
  Citigroup Global Markets Inc.
  Washington, DC

Other Businesses

1- 03/06/2025 - Safeharbor Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/16/2024 - 2 hours per month/ 0 hours during trading 2- 03/06/2025 - EMERSON REID - Non-Variable Insurance Commission Trails - Investment Related - At Reported Business Location(s) - Start Date 12/01/2015 3- 03/06/2025 - CAPSTONE INSURANCE AND FINANCIAL SERVICES - Non-Variable Insurance Commission Trails - Investment Related - At Reported Business Location(s) - Start Date 05/01/2013 4- 03/06/2025 - WARNER FINANCIAL GROUP - Non-Variable Insurance Commission Trails - Investment Related - At Reported Business Location(s) - Start Date 06/30/2009 5- 03/06/2025 - INDEPENDENT INSURANCE AGENT - Non-Variable Insurance Commission Trails - Investment Related - At Reported Business Location(s) - Start Date 07/17/2019 6- 03/06/2025 - Financial Independence Group LLC - Non-Variable Insurance Commission Trails - Investment Related - At Reported Business Location(s) - Start Date 01/16/2024 7- 03/06/2025 - WEALTHWISE ADVISORS LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2024 - 240 hours per month/ 130 hours during trading 8- 03/06/2025 - WEALTH TRANSITION ADVISORS, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/15/2019 - 5 hours per month/ 0 hours during trading 9- 03/06/2025 - BULLARO LANDSCAPING. LLC - Outside/W-2 Employment - Laborer - Not Investment Related - Chester, NJ - Start Date 10/31/2020 - 5 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2002-02-11