Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Blaine Burton is a financial advisor based in IDAHO FALLS, ID. William has been a registered representative for over 40 years and holds Series 3, 7, 8, 63 and 65 licenses. William has been associated with LPL Financial LLC since 2021. Prior to joining LPL Financial LLC, William was associated with Waddell & Reed, Inc. U.S. BANCORP INVESTMENTS, INC., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley DW Inc., Piper Jaffray Inc., Cal-Cap Securities, Inc., and WESCO SECURITIES, INC. William specializes in portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
07/21/2021 - Present
LPL Financial LLC (IDAHO FALLS ID)
WA
10/21/2016 - 07/21/2021
WADDELL & REED (SEATTLE WA)
ID
03/09/2012 - 10/24/2016
U.S. BANCORP INVESTMENTS, INC. (BLACKFOOT ID)
ID
06/01/2009 - 04/05/2012
MORGAN STANLEY SMITH BARNEY (IDAHO FALLS ID)
ID
11/01/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (IDAHO FALLS ID)
NY
02/17/1998 - 10/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
02/06/1984 - 01/28/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
09/28/1982 - 01/31/1984
CAL-CAP SECURITIES, INC.
NA
01/25/1982 - 10/13/1982
WESCO SECURITIES, INC.
IA
Issued 05/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1995
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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