Shaun Burns

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Baton Rouge, LA
• 11/2016 → 07/2022
  Wells Fargo Clearing Services, Llc
  Baton Rouge, LA
• 07/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Baton Rouge, LA

Previous Registrations

• 2009-03-13 → 2022-07-14
  Wells Fargo Clearing Services, Llc
  Baton Rouge, LA
• 2008-10-01 → 2009-04-06
  J.P. Morgan Securities Llc
  Baton Rouge, LA
• 2006-09-27 → 2008-10-01
  J.P. Morgan Securities Inc.
  Baton Rouge, LA
• 1998-11-25 → 2006-09-27
  Banc One Securities Corporation
  Chicago, IL
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

SWEET HOME ALABAMA LLC, NOT INVESTMENT RELATED, BATON ROUGE, LA, 100% OWNERSHIP WITH SPOUSE, START 12/8/2010, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. LAKES AT HIGHLAND HOA, NOT INV RELATED, BATON ROUGE, LA, PRESIDENT START 1/1/2019, 5 HOURS PER MONTH, ZERO DURING TRADING, SAFETY, MAINTENANCE, DECOR, DUES, ASSESSMENTS, AND BUDGETING. LONGBRIDGE REAL ESTATE, LLC, INV RELATED, BATON ROUGE, LA, 20% OWNERSHIP, START 6/1/2022, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, COMMERCIAL OFFICE SPACE FOR FINET PRACTICE. LONGBRIDGE WEALTH MANAGEMENT LLC, INV RELATED, BATON ROUGE, LA, 20% OWNERSHIP, START 4/20/2022, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. SABWM LLC, INV RELATED, BATON ROUGE, LA, 100% OWNERSHIP, START 6/23/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  1998-11-16

Other Names

• Shaun Arthur Burns