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Debra Ann Burns

Edelman Financial Engines

Quincy, MA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-11-07
  • MA RA
    APPROVED
    Since 2023-11-07

Branch Locations

1 Pine Hill Drive Suite 502, Quincy, MA 02169 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc New Bedford MA 08/2014 12/2016
Webster Bank Darmouth MA 07/2014 12/2016
Mcguire Financial Services, Inc. West Yarmouth MA 01/2016 02/2020
Summit Financial Partners Stoneham MA 02/2020 09/2021
Vertex Retirement Partners Llc Orleans MA 09/2021 12/2021
Prw Wealth Management Llc Quincy MA 12/2021 Present
Lion Street Financial, Llc Quincy MA 12/2021 Present
Financial Engines Advisors L.L.C. Santa Clara CA 10/2023 Present
  • 08/2014 → 12/2016
    Lpl Financial Llc
    New Bedford, MA
  • 07/2014 → 12/2016
    Webster Bank
    Darmouth, MA
  • 01/2016 → 02/2020
    Mcguire Financial Services, Inc.
    West Yarmouth, MA
  • 02/2020 → 09/2021
    Summit Financial Partners
    Stoneham, MA
  • 09/2021 → 12/2021
    Vertex Retirement Partners Llc
    Orleans, MA
  • 12/2021 → Present
    Prw Wealth Management Llc
    Quincy, MA
  • 12/2021 → Present
    Lion Street Financial, Llc
    Quincy, MA
  • 10/2023 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2022-02-01 → 2023-12-11
    Prw Wealth Management Llc
    Quincy, MA
  • 2019-01-17 → 2020-02-04
    Mcguire Financial Services, Inc.
    West Yarmouth, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-24
S63 Uniform Securities Agent State Law Examination 2013-06-25
  • S65 Uniform Investment Adviser Law Examination
    2018-09-24
  • S63 Uniform Securities Agent State Law Examination
    2013-06-25
Other Names
  • Deb Burns
  • Debbie Burns
  • Debra Ann Burns
  • Debra Ann Burns-Kokonowski

View on SEC IAPD

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BRIAN WILLIAM OSULLIVAN
STEPHANIE ANN MANCHON

Other Offices

FARTHER · Quincy, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Quincy, MA
CAPITAL ANALYSTS · QUINCY, MA
MML INVESTORS SERVICES, LLC · Quincy, MA
GRANITE ADVISORS LLC · QUINCY, MA
CW ADVISORS, LLC · Quincy, MA
PFS INVESTMENTS INC. · QUINCY, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Quincy, MA

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