Law Offices of Patrick J. Burns, Jr., P.C

- 9229 W Sunset Blvd # 520, West Hollywood, CA 90069

The firm's focus is on providing comprehensive legal assistance to investment advisors and financial professionals. Their services are designed to help clients navigate the legal complexities of their industry, ensuring they can operate with confidence and in full compliance with regulations. This specialized knowledge is particularly valuable in a dynamic and highly regulated field, where even minor oversights can have significant consequences. By focusing exclusively on this niche, the firm has developed a deep understanding of the challenges and opportunities that exist within the financial services sector.

Beyond the technical aspects of the law, a key component of their approach is providing clear, actionable advice. They understand that their clients are busy professionals who need legal guidance that is both accurate and easy to implement. This is reflected in their client-focused service, which aims to simplify complicated legal processes. The goal is to be more than just legal counsel; it's to be a strategic partner that helps clients achieve their business goals while mitigating risk.

For those with mobility concerns, the office is fully accessible. There is a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet, ensuring all visitors can comfortably access the building and its amenities. The firm also recommends making an appointment prior to your visit to ensure a representative is available to meet with you. This not only helps with scheduling but also ensures your consultation is focused and efficient. The amenities within the building itself, including a restroom, contribute to a comfortable and professional environment for all clients.

The firm's strategic location allows it to serve clients in a wide area, from Beverly Hills to the wider Los Angeles metropolitan area. Its presence in a key business hub like West Hollywood underscores its commitment to serving the financial services community in Southern California. For those traveling from other parts of the state or the country, its proximity to major highways and airports further enhances its accessibility.

• Agreement Review: Thorough analysis of various legal agreements to protect client interests.
• Contract Drafting, Review, and Negotiation: Creating and negotiating contracts for business operations, ensuring clarity and legal soundness.
• Document Drafting: Preparation of essential legal documents for business and regulatory purposes.
• Employment Agreements: Drafting and reviewing agreements for employees and firms to ensure compliance and fair terms.
• Employment Matters: Offering counsel on a wide range of employment-related legal issues.
• Investment Advisory: Providing specialized legal advice for investment advisory firms, including on registration and compliance.
• Legal Assistance: Offering general legal support and counsel on matters relevant to the financial industry.
• Operating Agreements: Drafting and reviewing agreements that govern the operations of a business.
• Partnership Agreements: Creating and negotiating agreements for business partnerships.
• Risk Management: Advising on strategies to identify and mitigate legal and regulatory risks.
• Services Agreements: Drafting and reviewing agreements for the provision of professional services.

This comprehensive list demonstrates the breadth of their expertise. The firm is equipped to handle everything from the foundational legal work of starting a new firm to ongoing compliance and strategic issues. This holistic approach means clients can rely on one firm for many of their legal needs, fostering a strong, long-term professional relationship. Their expertise in areas like promissory notes and transition counseling is particularly valuable for breakaway brokers and advisors seeking independence.

• Specialization: A key feature is the firm's focus on securities law, particularly for investment advisory firms. This specialization means they have a comprehensive understanding of the regulations, challenges, and opportunities unique to this field.
• Professional Experience: Patrick J. Burns, Jr., has extensive experience in the financial services sector, having worked in a legal and compliance capacity for several firms. This first-hand industry knowledge gives him a unique perspective on client needs and the legal issues they face.
• Holistic Approach: The firm provides a full suite of services, from business formation and transition counseling to ongoing compliance and risk management. This allows for a seamless client experience, where all legal needs are addressed under one roof.
• Accessibility: The office is designed to be accessible to everyone, with a wheelchair-accessible entrance, parking, and toilet. This demonstrates a commitment to inclusivity and client comfort.
• Appointments Recommended: By encouraging clients to make appointments, the firm ensures that each meeting is productive, personalized, and efficient, respecting the client's time.
• National Recognition: The firm is nationally recognized for its work in securities law, particularly in assisting breakaway advisors. This reputation is a testament to their expertise and the value they provide to clients beyond the state of California.

These highlights collectively paint a picture of a firm that is not only highly competent but also genuinely dedicated to its clients' success. Their reputation is built on a foundation of trust, expertise, and a commitment to protecting the best interests of financial professionals.

Address: 9229 W Sunset Blvd # 520, West Hollywood, CA 90069, USA
Phone: (310) 275-5059

Furthermore, the firm's reputation for assisting breakaway brokers and independent advisors is a significant advantage. This specific service requires a nuanced understanding of employment agreements, promissory notes, and the complex process of transitioning from a wirehouse. Their ability to provide transition counseling, in conjunction with legal assistance for firm formation, is a powerful combination that offers a streamlined path to independence. This can save a client significant time, money, and stress during a crucial career change.

The firm’s approach is also proactive. They focus on risk management and compliance, helping clients prevent legal issues before they arise. This forward-looking strategy is invaluable in a field where regulatory scrutiny is high. Instead of just reacting to problems, they work to build a strong legal foundation that supports long-term growth and stability.

The client-focused nature of the firm is evident in its recommended appointment-based system and its accessibility features. They prioritize making the legal process as smooth and comfortable as possible, which is a key differentiator. In a service industry, a commitment to a positive client experience can be just as important as the quality of the work itself. For financial professionals in California seeking a knowledgeable, dedicated, and specialized legal partner, the Law Offices of Patrick J. Burns, Jr., P.C. offers a compelling choice.

Law Offices of Patrick J. Burns, Jr., P.C

9229 W Sunset Blvd # 520, West Hollywood, CA 90069, USA