Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burton? Claim Your ProfileBurton Brown is a financial professional with over 16 years of experience in the financial services industry. Burton is currently registered as a Registered Representative with Tcfg Investment Advisors, LLC. Burton has previously held positions with Entoro Securities, LLC, Voleo USA, Inc, Shopoff Securities, Inc., Courtlandt Securities Corporation, Chelsea Financial Services, LPL Financial LLC, Edward Jones and Woodbury Financial Services, Inc.. Burton is a licensed insurance agent and is committed to providing comprehensive financial planning and investment advice to individuals, families, and businesses. Burton's primary focus is on investment advisory services and financial planning. Burton has a deep understanding of the financial markets and is dedicated to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2025 - Present
Tcfg Investment Advisors, LLC (LAGUNA NIGUEL CA)
TX
03/05/2022 - 05/16/2022
ENTORO SECURITIES, LLC (HOUSTON TX)
NA
01/01/2019 - 03/13/2020
VOLEO USA, INC (VANCOUVER, BRITISH COLUMBIA )
CA
01/20/2015 - 12/31/2016
SHOPOFF SECURITIES, INC. (IRVINE CA)
NV
03/27/2014 - 01/13/2015
COURTLANDT SECURITIES CORPORATION (LAS VEGAS NV)
CA
01/14/2014 - 02/24/2014
CHELSEA FINANCIAL SERVICES (IRVINE CA)
CA
11/27/2012 - 09/04/2013
LPL FINANCIAL LLC (IRVINE CA)
CA
10/04/2006 - 11/29/2012
EDWARD JONES (SAN CLEMENTE CA)
CA
08/25/2006 - 09/01/2006
WOODBURY FINANCIAL SERVICES, INC. (HUNTINGTON BEACH CA)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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