Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Burton is an investment advisor representative with Concurrent Investment Advisors, LLC, and a registered representative with Purshe Kaplan Sterling Investments, Inc. Ronald has over 30 years of experience in the financial services industry. Ronald is a Series 7, Series 22, Series 63, and Series 65 licensed investment advisor. Ronald specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and retirement plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
01/18/2023 - Present
Concurrent Investment Advisors, LLC (Virginia Beach VA)
VA
12/02/2022 - 05/06/2024
PURSHE KAPLAN STERLING INVESTMENTS (Virginia Beach VA)
VA
01/06/2016 - 12/07/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Glen Allen VA)
VA
02/09/2012 - 01/07/2016
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
GA
06/28/1996 - 08/01/2011
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
CA
04/25/1995 - 07/10/1996
PHOENIX SECURITIES, INC. (SAN RAFAEL CA)
NA
09/23/1989 - 05/09/1990
DERAND/PENNINGTON/BASS, INC.
MD
11/13/1986 - 09/20/1989
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
NA
05/23/1984 - 11/03/1986
U. S. CAPITAL SECURITIES, INC.
IA
Issued 04/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1995
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
Not sure Ronald Burton is the right advisor for you? Invested Better is here to help.
