Brian Burton, financial advisor Lexington KY

Brian Burton

CRD Number: 6462101
Current Firm: Ballast, Inc.

Brian Burton (CRD# 6462101) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 9 years of experience in the finance industry. Brian 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.

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Professional Designations
Company Name Location Dates Years
Ballast, Inc. Lexington, KY Mar 2015 - Current 9
Pnc Bank Lexington, KY Aug 2011 - Mar 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Brian T. Burton
Phone Number: 859-226-0625
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    544
    MILLIONS
  • Total Number of Accounts
    1,747
    ACCOUNTS
  • Average Account Value
    $311,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, IN, KY, NC, OH, TN, TX

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