Unclaimed Profile

Ann Burton

L.A. BURTON & ASSOCIATES, INC.·SPRINGFIELD, Illinois

Clean recordL.A. BURTON & ASSOCIATES, INC.

1224 CENTRE WEST DRIVE, SPRINGFIELD, IL 62704CRD# 4602203Firm CRD# 117893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Burton · SPRINGFIELD, IL

Registration

CRD #4602203 · L.A. BURTON & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ann Burton is a registered financial advisor based in SPRINGFIELD, Illinois, affiliated with L.A. BURTON & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

L.A. BURTON & ASSOCIATES, INC.

AUM

$32M

Regulatory assets under management

Employees

Total firm employees

View all advisors at L.A. BURTON & ASSOCIATES, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4602203

Firm CRD# 117893

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Frequently Asked Questions

What services does Ann Burton offer?

Ann Burton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPRINGFIELD, Illinois for a consultation.

What are Ann Burton's credentials?

Ann Burton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Burton located?

Ann Burton is based in SPRINGFIELD, Illinois, working with L.A. BURTON & ASSOCIATES, INC.. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Ann Burton charge for services?

Ann Burton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is L.A. BURTON & ASSOCIATES, INC.?

L.A. BURTON & ASSOCIATES, INC. has approximately 2 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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