William Burton, financial advisor Idaho Falls ID
83 score

William Burton

CRD Number: 873027
Current Firm: U.s. Bancorp Investments, Inc.

William Burton (CRD# 873027) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Idaho Falls, ID and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Idaho Falls, ID Mar 2012 - Current 4
Morgan Stanley Smith Barney Idaho Falls, ID Jun 2009 - Mar 2012 2
Citigroup Global Markets Inc. Idaho Falls, ID Oct 2005 - Mar 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination May 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William B. Burton
Phone Number: 800-888-4700
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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