Unclaimed
Larry D. Burton is a financial advisor with Western International Securities, Inc. and has been in the industry since 1999. Larry has a background in helping clients with investment-related insurance and is registered with the state of California. Larry has experience with various types of clients including individuals, trusts, retirement plans and charitable organizations. The advisor is experienced in providing financial planning, pension consulting, and portfolio management.
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.
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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2
CA
05/26/2010 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
05/29/2007 - 12/19/2009
CITIGROUP GLOBAL MARKETS INC. (TUJUNGA CA)
CA
03/14/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
NY
12/20/2000 - 03/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/06/2001
Series 66 - Uniform Combined 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
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