Unclaimed
Andrew Burton is a financial advisor with Valic Financial Advisors, Inc., with over 8 years of experience in the financial services industry. Andrew Burton holds Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Andrew Burton is also a Certified Financial Planner and a Chartered Financial Consultant. Andrew Burton has experience with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Andrew Burton provides financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
09/19/2019 - Present
Valic Financial Advisors, Inc. (LINTHICUM HEIGHTS MD)
IL
03/13/2019 - 09/18/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MD
01/15/2015 - 09/21/2017
HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)
MD
06/19/2014 - 12/22/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BALTIMORE MD)
IA
Issued 11/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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