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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Burford is a financial advisor with over 37 years of experience in the industry. William is currently registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in the state of Virginia. Previously, William has worked with Securian Financial Services, Inc. and Worthmark Alliance VIII, LLC. William has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice that meets their individual needs. William is dedicated to helping his clients achieve their financial goals and is committed to building long-lasting relationships with them.
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.
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2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
08/19/1986 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
MN
04/04/2003 - 07/19/2005
WORTHMARK ALLIANCE VIII, LLC (ST. PAUL MN)
NA
07/03/1986 - 08/26/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
06/17/1985 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 03/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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