Unclaimed Profile

Weston Dyer Burnett

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC·MCLEAN, Virginia

Series 7, Series 66CFPClean record23 years registeredOPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

7601 LEWINSVILLE RD, MCLEAN, VA 22102CRD# 4395879Firm CRD# 115991

Profile Verification

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

Identity

Weston Dyer Burnett · MCLEAN, VA

Registration

CRD #4395879 · OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Jan 2020 – present

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

Nov 2002 – Jan 2020

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 21, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

CRD 115991 · SEC 801-61415

AUM

$302M

Regulatory assets under management

Employees

1,015 client accounts

Services offered by OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Weston Dyer Burnett offer?

Weston Dyer Burnett specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Weston Dyer Burnett's credentials?

Weston Dyer Burnett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Weston Dyer Burnett located?

Weston Dyer Burnett is based in MCLEAN, Virginia, working with OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Weston Dyer Burnett charge for services?

Weston Dyer Burnett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC?

OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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