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Robin Lynn Burton

City National Securities, Inc.

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About Robin Lynn Burton

Robin Lynn Burton is a licensed investment advisor with over 29 years of experience in the financial industry. Robin is registered with City National Securities, Inc. and has previously worked with J.P. MORGAN SECURITIES LLC and CITIGROUP GLOBAL MARKETS INC.. Robin provides a range of advisory services, including portfolio management for individuals and businesses, as well as financial planning services.

Firm Information

Robin Burton is currently registered with City National Securities, Inc.. City National Securities, Inc. is a corporation formed in November 1999 and headquartered in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have regulatory assets under management of over $1.5 billion across 2,004 accounts. The firm caters to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are registered with the SEC and in all 51 states.
City National Securities, Inc.

555 SOUTH FLOWER STREET

LOS ANGELES, CA 90071

$1.59B

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Mutual fund fees, broker fees & transaction fees

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Robin Burton’s Registration & Firm History

DC

11/15/2016 - Present

City National Securities, Inc. (Washington DC)

DC

07/29/2013 - 10/31/2016

J.P. MORGAN SECURITIES LLC (WASHINGTON DC)

DC

05/29/2007 - 07/17/2013

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

DC

01/17/1995 - 05/29/2007

CITICORP INVESTMENT SERVICES (WASHINGTON DC)

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Licenses & Designations

IA

Issued 02/03/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Lynn Burton.
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