Todd Burton, financial advisor Woodland Hills CA

Todd Burton

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Todd A. Burton
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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