Unclaimed
Thomas William Burton is a financial advisor with over 30 years of experience in the financial services industry. Thomas is currently registered with Cetera Investment Advisers LLC, a large investment advisory firm with over 6,600 investment advisor representatives. Thomas has previously held positions with LPL Financial LLC, FSC Securities Corporation and The O.N. Equity Sales Company. Thomas holds FINRA Series 6, 7, 22 and 66 licenses and is registered with the states of Alabama, Arizona, Arkansas, Florida, Illinois, Indiana, Michigan, Missouri, Nevada, Ohio, Oklahoma, Tennessee, and Wisconsin. In addition to his role as a financial advisor, Thomas is also the owner of Burton Financial Group LLC, a fixed insurance company.
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.
1
2
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (Oak Brook IL)
IL
04/28/2016 - 03/22/2019
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
09/14/2012 - 05/02/2016
FSC SECURITIES CORPORATION (ORLAND PARK IL)
IL
08/16/2001 - 09/18/2012
THE O.N. EQUITY SALES COMPANY (ORLAND PARK IL)
NY
08/30/1995 - 08/29/2001
STRATEGIC ASSETS INC. (MELVILLE NY)
WI
03/16/1992 - 08/31/1995
WFG SECURITIES CORPORATION (MIDDLETON WI)
BOTH
Issued 04/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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