Becky Burns, CFP®

VP - Sr. Financial Consultant

+1 949-955-4089

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

23 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2021-present
  • Branch Manager, TD Ameritrade, 2004-2021
  • Investment Consultant, TD Ameritrade, 2002-2004
  • Financial Advisor, Morgan Stanley, 1999-2002

Education

  • Bachelor of Science, Sociology, Northern Arizona University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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