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Advisors / North Carolina / Charlotte
45yrs

John Gordon Burns

Financial advisor at Raymond James & Associates

Charlotte, NC 28277CFP®Top 1% by experience in CharlotteFiduciary advisor
Call the officeDirections

At a glance

Experience45 years (since 1981)
How that compares ?Top 1% by experience in Charlotte
Office3540 Toringdon Way Suite 510, Charlotte, NC 28277
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state

Services through Raymond James & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
    Raymond James & Associates, Inc.Current firm
  2. 2009 – 2021
    Wells Fargo Clearing Services, LLCPreviously
  3. Jun 2009 – Dec 2009
    Morgan StanleyPreviously
  4. 2001 – 2009
    Citigroup Global Markets Inc.Previously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Raymond James & Associates at 727-567-1000 and ask for John Gordon Burns. John works from the Charlotte, NC office.

How long has John been a financial advisor?

John has been in the industry since 1981, about 45 years. Top 1% by experience in Charlotte.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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