Todd Burton (CRD# 2901643) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Woodland Hills, CA and has over 26 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Woodland Hills, CA | Jan 2021 - Current | 3 |
| Charles Schwab & Company, Inc. | Woodland Hills, CA | Jan 2021 - Current | 3 |
| Unemployed | Los Angeles, CA | Feb 2020 - Dec 2020 | < 1 |
| B.riley Wealth Management, Inc. | Memphis, TN | Aug 2018 - Feb 2020 | 1 |
| Oppenheimer & Company Inc. | Los Angeles, CA | Apr 2017 - Aug 2018 | 1 |
| Fidelity Brokerage Services LLC | Los Angeles, CA | Jun 2014 - Mar 2017 | 2 |
| Weissman Family Company | Los Angeles, CA | Apr 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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