Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Burton is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Kevin has been in the industry since 2010 and is registered with FINRA and the state of North Carolina. Kevin has held previous roles with Foreside Financial Services, LLC, Nationwide Securities, LLC, FSC Securities Corporation, American Portfolios Financial Services, Inc., and New England Securities. Kevin has a Series 6, Series 7, Series 63, Series 65, and Series 66 licenses. Kevin offers financial planning services and provides portfolio management for individuals and selects 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.
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.
Compensation from affiliates
1
2
NC
05/22/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
ME
07/27/2021 - 04/26/2023
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
NC
09/26/2013 - 08/25/2015
NATIONWIDE SECURITIES, LLC (MOORESVILLE NC)
NC
12/08/2011 - 08/16/2013
FSC SECURITIES CORPORATION (DAVIDSON NC)
NC
01/22/2010 - 05/31/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (CORNELIUS NC)
NY
03/18/1998 - 10/29/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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