William Burt (CRD# 2968596) is an Investment Advisor Representative working at Brokers Financial in Mason City, IA and has over 26 years of experience in the finance industry.
CRD# 6323477
Lpl Financial LLC
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 2997071
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services, LLC | Mason City, IA | Jun 2015 - Current | 8 |
| Sii Investments Inc. | Mason City, IA | Jan 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- IA
-
Total Assets Under Management2,000MILLIONS
-
Total Number of Accounts11,566ACCOUNTS
-
Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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