CB
Corey M. Burton
CAPITAL INVESTORS ADVISORY
Dublin, OH 43017
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CRD#: 7114422
CB
Professional summary
Corey Michael Burton, who also goes by Corey Burton, is a registered financial advisor currently at CAPITAL INVESTORS ADVISORY CORPORATION located in Dublin, Ohio.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Corey has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Corey Burton
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.
CRS (Client Relationship Summary) - RIA
Click below to view Corey Michael Burton'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®
NoneExperience
Current
January 3, 2022 - Present
CAPITAL INVESTORS ADVISORY CORPORATION
Office #1: 5910 Venture Drive Suite B, Dublin, OH 43017RIA
CRD#: 105467
Dublin, OH
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
Florida(1/7/2022)
IAR
Louisiana(5/9/2022)
IAR
Massachusetts(1/19/2022)
IAR
Michigan(1/3/2022)
IAR
New York(1/3/2022)
IAR
Ohio(1/4/2022)
IAR
Texas(1/3/2022)
Exams
Current Firm
CI
CAPITAL INVESTORS ADVISORY CORPORATION
CAPITAL INVESTORS ADVISORY CORPORATION
CRD#: 105467 / SEC#:
Florida
Registered Investment Advisory firm - (5/17/1996 Approved)Louisiana
Registered Investment Advisory firm - (5/9/2022 Approved)Massachusetts
Registered Investment Advisory firm - (7/3/2000 Approved)Michigan
Registered Investment Advisory firm - (9/6/2001 Approved)New York
Registered Investment Advisory firm - (4/29/2020 Approved)Ohio
Registered Investment Advisory firm - (7/19/1999 Approved)Texas
Registered Investment Advisory firm - (7/17/1996 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5910 Venture Drive Suite B, Dublin, OH 43017
Mailing Address
Phone number
(614) 224-6828
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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