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Brian Todd Burton

BALLAST, INC.·LEXINGTON, Kentucky
Unclaimed Profile
400 EAST VINE ST, LEXINGTON, KY 40507CRD# 6462101Firm CRD# 152695
01

About

Brian Todd Burton is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with BALLAST, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BALLAST, INC.
BALLAST, INC.
AUM
$544M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BALLAST, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF CLIENT'S NET WORTH
Regulatory
SEC/IARD CRD# 6462101
Firm CRD# 152695
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Todd Burton offer?
Brian Todd Burton specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Brian Todd Burton's credentials?
Brian Todd Burton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Todd Burton located?
Brian Todd Burton is based in LEXINGTON, Kentucky, working with BALLAST, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Brian Todd Burton charge for services?
Brian Todd Burton's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of client's net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALLAST, INC.?
BALLAST, INC. has approximately 12 employees and manages $544M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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