Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Burton is an Investment Advisor Representative associated with Creativeone Wealth, LLC. Marcy Burton has been in the industry for more than 40 years. Marcy Burton has passed the Series 63, Series 24, Series 99TO, SIE, Series 15 and Series 7 exams. Marcy Burton has a current registration with the state of California. In the past, Marcy Burton has worked for Sorrento Pacific Financial, LLC and Partnervest Securities, Inc. Marcy Burton currently provides investment advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for individuals and portfolio management for investment companies. Marcy Burton also is associated with other businesses, including ChangePath, LLC, a financial planning firm where Marcy Burton is an Investment Advisor Representative.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
KS
10/26/2020 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
CA
10/21/2020 - 12/11/2023
SORRENTO PACIFIC FINANCIAL, LLC (Montecito CA)
CA
02/14/2014 - 12/14/2018
SORRENTO PACIFIC FINANCIAL, LLC (SANTA BARBARA CA)
CA
07/31/2009 - 12/31/2012
SORRENTO PACIFIC FINANCIAL, LLC (SANTA BARBARA CA)
CA
06/10/2002 - 07/31/2009
PARTNERVEST SECURITIES, INC. (APTOS CA)
NC
01/23/1998 - 06/04/2002
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
PA
02/16/1995 - 01/09/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
07/02/1993 - 01/17/1995
VAN ECK SECURITIES CORPORATION (NEW YORK NY)
CA
05/22/1992 - 06/05/1993
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
CT
07/24/1990 - 04/01/1992
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
07/26/1989 - 04/19/1990
FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED (NEW YORK NY)
NY
07/26/1989 - 04/19/1990
TOTAL RESOURCES, INC. (NEW YORK NY)
NA
08/11/1986 - 06/01/1989
CONTINENTAL EQUITIES CORPORATION OF AMERICA
NA
07/22/1982 - 06/20/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 08/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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