William L. Burton
Professional summary
William Lawrence Burton, CFP® is a registered financial advisor currently at CRYSTAL CAPITAL MANAGEMENT CORPORATION located in Saugus, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Lawrence Burton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
September 10, 2000 - Present
CRYSTAL CAPITAL MANAGEMENT CORPORATION
Office #1: 99 Walnut Street Suite A, Saugus, MA 01906January 9, 2002 - December 9, 2003
INVESTORS CAPITAL CORP.
August 6, 1999 - January 8, 2002
COMMONWEALTH FINANCIAL NETWORK
October 25, 1994 - September 2, 1999
TRUSTED SECURITIES ADVISORS CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/10/2000)
(7/28/2016)
Exams
Current Firm
CRYSTAL CAPITAL MANAGEMENT CORPORATION
CRD#: 124599 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 35,000,000 |
Red Flags
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Company Information
CRYSTAL CAPITAL MANAGEMENT CORPORATION
CRD#: 124599Saugus, MA 01906TRUST BUT VERIFY
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