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Burton Francis Williamson

Burton F. Williamson

LINDSEY FINANCIAL
REDLANDS, CA 92374
Some features on this profile are disabled
CRD#: 2653478
Burton Francis Williamson

Professional summary

Burton Francis Williamson, CFP® is a registered financial advisor currently at LINDSEY FINANCIAL, INC. located in Redlands, California.

Burton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Burton has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Burt Williamson sells life insurance, annuities and long term care insurance. These are all fixed products. Burton Williamson has been a published, self employed author since 07/10/2024. This business is conducted from 34212 Avenue H, Yucaipa, CA 92399. This is a non-investment related activity, and 0 hours per week are spent on this.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Burton Francis Williamson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

February 12, 2025 - Present

LINDSEY FINANCIAL, INC.

Office #1: 1980 Orange Tree Lane Suite 270, Redlands, CA 92374
RIA
CRD#: 291971
REDLANDS, CA
Past

January 2, 2024 - December 26, 2024

ADVISOR SHARE WEALTH MANAGEMENT, LLC

RIA
CRD#: 307997
Riverside, CT
Past

April 23, 2009 - July 31, 2009

PURE FINANCIAL ADVISORS, LLC

RIA
CRD#: 144316
SAN DIEGO, CA
Past

September 3, 2008 - September 11, 2008

TORREY CAPITAL, INC.

RIA
CRD#: 140536
SAN DIEGO, CA
Past

March 22, 2006 - December 31, 2023

PLANPREP LLC

RIA
CRD#: 139300
RIVERSIDE, CT
Past

May 9, 2005 - June 29, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

January 7, 2005 - June 29, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

January 2, 2003 - August 10, 2004

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

April 26, 2002 - July 29, 2002

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
VENTURA, CA
Past

April 26, 2002 - July 29, 2002

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

July 6, 2001 - May 3, 2002

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

September 27, 1995 - June 26, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 27, 1995 - June 26, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/12/2025)
IAR
Texas
(2/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/6/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/16/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/11/1999
General Securities Principal Examination

Current Firm

LF
LINDSEY FINANCIAL, INC.
LINDSEY FINANCIAL, INC.

CRD#: 291971 / SEC#:

California
Registered Investment Advisory firm - (8/20/2018 Approved)
Texas
Registered Investment Advisory firm - (7/13/2018 Conditional Restricted)
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Contact information

Main Address
1980 Orange Tree Lane Suite 270, Redlands, CA 92374
Mailing Address
Phone number
(909) 335-6800
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LINDSEY FINANCIAL, INC.

CRD#: 291971Redlands, CA 92374

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