Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Burton is a financial advisor with over 25 years of experience in the industry. He is currently registered with Principal Advised Services in Frisco, Texas. William has a strong track record of success in providing financial advice to individuals and families, specializing in asset allocation and portfolio management. He has a broad range of experience working with clients of all ages and financial situations. William is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/31/2022 - Present
Principal Advised Services (FRISCO TX)
TX
09/12/2011 - 11/13/2013
METLIFE SECURITIES INC. (HOUSTON TX)
OH
08/08/2007 - 09/08/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
01/29/2004 - 03/21/2007
GUARANTY BROKERAGE SERVICES, INC. (BELLAIRE TX)
NE
04/07/2003 - 01/13/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
TX
01/21/1999 - 04/16/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
02/27/1997 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 08/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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