Michael Lyle Burns

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/1997 → 07/2018
  Wells Fargo Advisors Llc
  Athens, GA
• 07/2018 → Present
  Raymond James Financial Servives Advisors, Inc.
  Watkinsville, GA
• 07/2018 → Present
  Raymond James Financial Servives, Inc.
  Watkinsville, GA

Previous Registrations

• 2003-02-18 → 2018-07-09
  Wells Fargo Clearing Services, Llc
  Athens, GA
  Athens, GA

Other Businesses

(1)Name of Business: Pathway Advisors, LLC Address: 1360 Caduceus Way, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Pathway Advisors, LLC. This is the support company where my commissions/fees go into for Raymond James payroll. I am the sole owner (2) The Avenue Wealth Management, LLC 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, Support Company - Non-Owner, Independent Contractor Related: No Start Date: 10/15/2015 HPMs: 81+ HPM trade hrs:: 41+ Duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-24
• S63 Uniform Securities Agent State Law Examination
  1997-09-16

Designations

• Certified Financial Planner