CB

Christopher Robert Burns

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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Regulatory History (1)
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Criminal
March 1999
Final Disposition
Other Business Activities

Christopher is an independent contractor/financial advisor for Holborn Assets and an independent contractor/analyst for Farrell Properties. He also owns Quema Capital, which provides financial services including investment management and acting as a broker for construction debt financing. He dedicates about a quarter of his time to managing investments for clients through Quema Capital.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
August 2023 - Present · 2 yrs 5 mos
Great Point Capital LLCBroker
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Walton Re Securities, LLCBroker
July 2023 - August 2023 · 1 mo
Great Point Capital LLCBroker
October 2003 - October 2010 · 7 yrs
State Registrations18 states
AZCACOFLGAILINMAMDMONCNJNYOHPATXWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Robert Burns - Financial Advisor | AdvisorDiscover