William K. Burton
Professional summary
William Kenneth Burton, CFP® is a registered financial advisor currently at CAPITAL INVESTORS ADVISORY CORPORATION located in Dublin, Ohio.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Kenneth Burton's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 17, 1996 - Present
CAPITAL INVESTORS ADVISORY CORPORATION
Office #1: 5910 Venture Drive Suite B, Dublin, OH 43017November 19, 1989 - December 31, 2019
OSAIC WEALTH, INC.
January 4, 1984 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
December 5, 1983 - March 10, 1986
LINCOLN NATIONAL PENSION INSURANCE COMPANY
March 30, 1982 - October 26, 1983
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/17/1996)
(5/9/2022)
(6/28/2001)
(1/28/2010)
(2/16/2021)
(8/9/1999)
(7/17/1996)
Exams
Current Firm
CAPITAL INVESTORS ADVISORY CORPORATION
CRD#: 105467 / SEC#:
Contact information
Red Flags
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Company Information
CAPITAL INVESTORS ADVISORY CORPORATION
CRD#: 105467Dublin, OH 43017TRUST BUT VERIFY
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