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WB

Webster K. Burrier

MKT AND ASSOCIATES
Leland, NC
CRD#: 7061229
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WB
Webster Kenwood Burrier IVMKT AND ASSOCIATES

Professional summary

Webster Kenwood Burrier IV, who also goes by Webster Kenwood Burrier, is a registered financial advisor currently at MKT AND ASSOCIATES LLC located in Leland, North Carolina.

Webster is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Webster has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Webster Kenwood Burrier IV's CRS (Customer Relationship Summary).
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

December 15, 2025 - Present

MKT AND ASSOCIATES LLC

RIA
CRD#: 329889
Leland, NC
Past

July 2, 2021 - December 4, 2025

DOMINION WEALTH MANAGEMENT, LLC

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

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MKT AND ASSOCIATES LLC
ATLAS POINT WEALTH MANAGEMENT | MKT AND ASSOCIATES LLC

CRD#: 329889 / SEC#: 801-129572

RIA
Registered Investment Advisory firm - (2/23/2024 Approved)

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
(12/15/2025)

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

MA
MKT AND ASSOCIATES LLC
ATLAS POINT WEALTH MANAGEMENT | MKT AND ASSOCIATES LLC

CRD#: 329889 / SEC#: 801-129572

RIA
Registered Investment Advisory firm - (2/23/2024 Approved)
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Contact information

Main Address
1201 Pacific Ave. Suite 605, Tacoma, WA 98402
Mailing Address
Phone number
(253) 252-2359
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MKT AND ASSOCIATES ADV PART 2A (8/4/2025)

Regulatory assets under management

Total Number of Accounts336
AUM (Assets Under Management)$ 275,475,745

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

MKT AND ASSOCIATES LLC

CRD#: 329889Leland, NC

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