Donald BurtonCRD Number: 2009443
Current Firm: Burton Wealth Management
Donald Burton (CRD# 2009443) is an Investment Advisor Representative working at Burton Wealth Management in Scottsdale, AZ and has over 27 years of experience in the finance industry. Donald 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Burton Wealth Management||Scottsdale, AZ||May 2014 - Current||3|
|Donald E. Burton, LLC||Scottsdale, AZ||Jan 2006 - Current||11|
|Lpl Financial, Llc (formerly: Linsco/private Ledger)||Scottsdale, AZ||Jan 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1990|
|S65||NASAA Investment Advisors Law Examination||Aug 1993|
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
Total Assets Under Management22MILLIONS
Total Number of Accounts85ACCOUNTS
Average Account Value$252,941
- 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
- Selection of other advisers (including private fund managers)