Donald Burnham has been an investment adviser representative at Northeast Planning Associates since July 2004, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Donald Burnham’s longest registration is the current one, 22 years at Northeast Planning Associates since 2004.
- LPL Financial LLC– · 10 yearsBedford, NH · Adviser representative · Firm CRD 6413
- – present · 22 yearsBedford, NH · Adviser representative · Firm CRD 131406
Investment adviser representative registrations
Donald Burnham is registered as an investment adviser representative in New Hampshire, since July 2004.
- New HampshireSince 29 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 29 May 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 May 1981 |
| Series 40 | Registered Principal Examination | 4 June 1977 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Principal Examination
- Full name
- Donald Arthur Burnham
- CRD
- 838833
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 43 CONSTITUTION DRIVE, Bedford, NH 03110
- Registration
- Investment adviser registration
- In the industry since
- July 1977
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Burnham work?
Donald Burnham is an investment adviser representative registered through Northeast Planning Associates, Inc. since July 2004, and is not listed among the firm’s executive officers or direct owners.
Is Donald Burnham a financial advisor?
Yes. Donald Burnham has a current investment-adviser registration in New Hampshire, through Northeast Planning Associates since July 2004.
How many years of experience does Donald Burnham have?
Donald Burnham has 49 years in the financial industry, since July 1977, across 2 adviser firms.
What exams has Donald Burnham passed?
Donald Burnham has passed 4 licensing exams: the Series 40, Series 63, Series 65 and Series 51. The earliest, the Series 40, was passed in June 1977. FINRA credited Donald Burnham with the SIE, which began in October 2018.
Where is Donald Burnham based?
Donald Burnham’s registered office is in Bedford, NH.
Is Donald Burnham registered with FINRA?
No. Donald Burnham has no current broker registration.
How can I verify Donald Burnham’s record?
Search CRD 838833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Burnham’s full registration record.
