Mark James Burns

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

• 07/2007 → 07/2021
  Waddell & Reed Inc
  Bellevue, WA
• 09/2007 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Kent, WA
• 04/2011 → 07/2021
  Mark J Burns Pllc
  Covington, WA
• 08/2013 → 07/2018
  Rental House
  Shoreline, WA
• 07/2018 → 07/2021
  Real Estate Investment Property
  Kent, WA
• 07/2021 → Present
  Lpl Financial Llc
  Kent, WA

Previous Registrations

• 2007-09-06 → 2021-07-21
  Waddell & Reed
  Kent, WA
  Bellevue, WA
  Seattle, WA
  Tacoma, WA
  Kent, WA
  Seattle, WA

Other Businesses

1. 6/19/2019/BURNS LIVING TRUST/Act in a Fiduciary Capacity/Investment Related/Kent, WA/36 HRS/MO 2. 2-2021/Mark Burns/Green River Wealth Strategies/DBA for LPL Business (entity for LPL business)/Investment Related/Kent, WA/0 HRS/MO 3. 2010/Mark J Burns PLLC/Business Entity For Tax/Investment Purposes Only/Investment Related/Kent WA/0 HRS/MO 4. 2008/REAL ESTATE INVESTMENT PROPERTY/Real Estate Rental/Investment Related/KENT,WA/1 HRS/MO 5. 2010/Mark J Burns PLLC/Business Entity For Tax/Investment Purposes Only/Investment Related/Kent WA/0 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2007-09-05

Other Names

• Mark Burns