Andrew Burton (CRD# 6323545) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 9 years of experience in the finance industry. Andrew 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# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Linthicum, MD | Sep 2019 - Current | 4 |
| State Farm Vp Management Corp | Bel Air, MD | Jan 2019 - Sep 2019 | < 1 |
| Kyle Tomlinson Insurance Agency | Bel Air, MD | Jul 2018 - Sep 2019 | 1 |
| Burton Interior Construction | Kingsville, MD | Nov 2017 - Jul 2018 | < 1 |
| Hornor Townsend And Kent Inc. | Horsham, PA | Jan 2015 - Nov 2017 | 2 |
| Penn Mutual Life Insurance Co | Horsham, PA | Jan 2015 - Nov 2017 | 2 |
| Northwestern Mutual Investment Services, LLC | Baltimore, MD | Jun 2014 - Dec 2014 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2014 - Dec 2014 | < 1 |
| Dulaney High School | Timonium, MD | Feb 2014 - May 2014 | < 1 |
| Red Brick Station | White Marsh, MD | Feb 2011 - May 2014 | 3 |
| Calvert Hall High School | Baltimore, MD | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2014 |
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
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