Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Joshua B
Series 65, Series 63
Flowood, MS
Lasting Mark Retirement Group LLC
Joshua Burns is a financial advisor with Lasting Mark Retirement Group LLC in Flowood, MS, holding Series 65 and Series 63 licenses and 13 years of industry experience. His prior roles include positions at Veritas Independent Partners, LLC, First Heartland Capital Inc, Capstone Insurance and Financial Group, and Allstate Insurance Co. He is also involved with Capstone Insurance & Financial Group, a marketing entity for Medicare supplements, health, and fixed life insurance. Lasting Mark Retirement Group LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm follows an investment approach based on modern portfolio theory and long-term horizons, tailoring portfolios to clients’ goals and risk tolerances, and offers services including retirement income strategies, tax planning, healthcare reviews, and estate and philanthropic planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters