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WB

Webster K. Burrier

DOMINION WEALTH MANAGEMENT
Wilmington, NC 28403
Some features on this profile are disabled
CRD#: 7061229
WB

Professional summary

Webster Kenwood Burrier IV, who also goes by Webster Kenwood Burrier, is a registered financial advisor currently at DOMINION WEALTH MANAGEMENT, LLC located in Wilmington, North Carolina.

Webster is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Webster has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Webster Kenwood Burrier

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.
SHAMROCKS LACROSSE BOYS YOUTH LACROSSE PROGRAM COACH SINCE 06/2022 NOT INVESTMENT RELATED W&L ENTERPRISES LLC ATHLETIC COACHING, CONSULTING AND PHOTOGRAPHY MANAGING MEMBER SINCE 03/15/2023 NOT INVESTMENT RELATED ELECTRIC ENCLAVE LLC MUSIC EVENTS PROMOTION PARTNER SINCE 04/20214 10HRS PER WEEK NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Webster Kenwood Burrier IV'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®
None

Experience

Current

July 2, 2021 - Present

DOMINION WEALTH MANAGEMENT, LLC

Office #1: 4014 Oleander Dr. Suite 103, Wilmington, NC 28403
RIA
CRD#: 315417
Wilmington, NC
Past

January 15, 2021 - July 16, 2021

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Whiteville, NC
Past

January 15, 2021 - July 9, 2021

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
WHITEVILLE, NC
Past

January 10, 2020 - November 19, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
HUNT VALLEY, MD
Past

April 30, 2019 - November 19, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HUNT VALLEY, MD

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
North Carolina
(7/2/2021)
IAR
South Carolina
(6/28/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/23/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/8/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/30/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/15/2019
Securities Industry Essentials Examination

Current Firm

DW
DOMINION WEALTH MANAGEMENT, LLC
DOMINION WEALTH MANAGEMENT, LLC | GA CONSULTING, LLC

CRD#: 315417 / SEC#:

North Carolina
Registered Investment Advisory firm - (6/28/2021 Approved)
South Carolina
Registered Investment Advisory firm - (6/28/2024 Approved)
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Contact information

Main Address
4014 Oleander Dr. Suite 103, Wilmington, NC 28403
Mailing Address
Phone number
(910) 625-8595
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts217
AUM (Assets Under Management)$ 55,272,816

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

DOMINION WEALTH MANAGEMENT, LLC

CRD#: 315417Wilmington, NC 28403

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