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Walter Francis Burns

Family Steward Wealth Consulting®

Hobe Sound, FL

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Current Employers
Family Steward Wealth Consulting®

Hobe Sound, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-03-08
FL RA APPROVED 1995-04-06
  • TX RA
    APPROVED_RES
    Since 2016-03-08
  • FL RA
    APPROVED
    Since 1995-04-06

Branch Locations

Hobe Sound, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burns Financial Management Dba Family Steward Wealth Consulting North Palm Beach FL 07/1994 05/2023
Burns Financial Management Dba Family Steward Wealth Consulting Palm Beach Gardens FL 05/2023 10/2024
Burns Financial Management Dba Family Steward Wealth Consulting Hobe Sound FL 10/2024 Present
  • 07/1994 → 05/2023
    Burns Financial Management Dba Family Steward Wealth Consulting
    North Palm Beach, FL
  • 05/2023 → 10/2024
    Burns Financial Management Dba Family Steward Wealth Consulting
    Palm Beach Gardens, FL
  • 10/2024 → Present
    Burns Financial Management Dba Family Steward Wealth Consulting
    Hobe Sound, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-11-26
  • S63 Uniform Securities Agent State Law Examination
    1985-11-26
Designations
Other Names
  • Walter Francis Burns

View on SEC IAPD

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