Todd BurtonCRD Number: 2901643
Current Firm: Charles Schwab & Company, Inc.
Todd Burton (CRD# 2901643) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Woodland Hills, CA and has over 23 years of experience in the finance industry.
Wedbush Securities Inc.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Charles Schwab & Company, Inc.||Woodland Hills, CA||Jan 2021 - Current||< 1|
|Charles Schwab Bank, Ssb||Woodland Hills, CA||Jan 2021 - Current||< 1|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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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