William Burt, financial advisor Mason City IA
93 score

William Burt

CRD 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 19 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services, LLC Mason City, IA Jun 2015 - Current 1
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
Contact Info for William R. Burt
Phone Number: 641-755-4635
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $95,501
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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