William Burton (CRD# 1036681) is an Investment Advisor Representative working at Capital Investors Advisory Corporation in Dublin, OH and has over 40 years of experience in the finance industry. William 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.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William K. Burton | Dublin, OH | Nov 2000 - Current | 23 |
| Capital Investors Advisory Corp. | Dublin, OH | Feb 1988 - Current | 36 |
| Royal Alliance Associates, Inc. | Columbus, OH | Nov 1989 - Dec 2019 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- FL
- LA
- MA
- MI
- NY
- OH
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, MA, MI, NY, OH, TX
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