Mark Burton (CRD# 1074005) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Forest, CA and has over 39 years of experience in the finance industry. Mark 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burton Financial & Insurance Services | Laguna Hills, CA | Aug 2006 - Current | 17 |
| Eagle Strategies LLC | Lake Forest, CA | Jun 2002 - Current | 21 |
| Nylife Securities Inc. | Santa Ana, CA | Nov 1982 - Current | 41 |
| Ny Life Ins. Company | Painesville, OH | Aug 1981 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- CA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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