William BurtCRD Number: 2968596
Current Firm: Brokers Financial
William Burt (CRD# 2968596) is an Investment Advisor Representative working at Brokers Financial in Mason City, IA and has over 20 years of experience in the finance industry.
1st Global Advisors Inc.
Northwestern Mutual Investment Services,llc
Cambridge Investment Research Advisors, Inc.
|Brokers International Financial Services, LLC||Mason City, IA||Jun 2015 - Current||2|
|Sii Investments Inc.||Mason City, IA||Jan 2009 - Jun 2015||6|
|Multi-financial Securities Corporation||Denver, CO||Nov 2002 - Jan 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management167MILLIONS
Total Number of Accounts1,753ACCOUNTS
Average Account Value$95,501
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV