Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Burt is a financial advisor with over 20 years of experience in the financial services industry. Donald is a Certified Financial Planner™ and holds the Series 7, Series 63 and Series 65 licenses. He is currently registered with LPL Financial LLC in Florida. Donald has worked for several reputable firms in the past, including CUNA Brokerage Services, Inc., T. Rowe Price Investment Services, Inc., and Charles Schwab & Co., Inc. He has a broad range of experience providing investment advice and financial planning services to individuals, corporations, and trusts. Donald's specializations include retirement planning, college savings, and estate planning. He is committed to providing personalized service and building long-term relationships with his clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/19/2022 - Present
LPL Financial LLC (RIVERVIEW FL)
FL
07/27/2006 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Riverview FL)
CO
10/23/2001 - 07/19/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
TX
12/20/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 09/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Burt is the right advisor for you? Invested Better is here to help.
