Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Burton is a financial advisor with over 20 years of experience in the industry. Chad is currently registered with EP Wealth Advisors in Torrance, CA, Vancouver, WA, and other states. Chad is also a Certified Financial Planner. Chad has previously worked with ING Financial Partners, Inc. and Locust Street Securities, Inc. Chad has experience providing financial planning, retirement plan advisory services, and tax preparation services to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
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WA
05/13/2021 - Present
EP Wealth Advisors (Vancouver WA)
CT
01/01/2004 - 03/07/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
08/05/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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