Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ. Robert Burton is a financial advisor with LPL Financial LLC. J. Robert has been in the financial services industry since 2011. J. Robert holds a Series 6, Series 7, Series 63, Series 65 and SIE. J. Robert has been registered with the state of California since 2011 and is currently registered as an Investment Advisor Representative in California. Prior to joining LPL Financial, J. Robert worked at Variable Investment Advisors, Inc. and Sagepoint Financial, Inc. J. Robert specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations.
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.
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2
CA
10/24/2018 - Present
LPL Financial LLC (EL CAJON CA)
SD
07/18/2012 - 12/04/2018
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
CA
05/04/2011 - 07/03/2012
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
IA
Issued 10/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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