William BurtonCRD Number: 1036681
Current Firm: Capital Investors Advisory Corporation
William Burton (CRD# 1036681) is an Investment Advisor Representative working at Capital Investors Advisory Corporation in Columbus, OH and has over 38 years of experience in the finance industry. William Burton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|William K. Burton||Dublin, OH||Nov 2000 - Current||21|
|Capital Investors Advisory Corp.||Columbus, OH||Feb 1988 - Current||34|
|Royal Alliance Associates, Inc.||Columbus, OH||Nov 1989 - Dec 2019||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1997|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, LA, MA, MI, NY, OH, TX
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