Donald Burton
LPL Financial
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Branch Manager
Offering advice since: 1989
Areas of expertise:
- Annuities
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Donald Burton:
I have been providing investment advice and financial services to individuals and businesses since 1989. I have earned my clients' trust and confidence through a variety of market conditions. I enjoy spending my free time as a member helping the charitable organization the Kiwanis Club of Carefree Arizona. I am an avid tennis player participating in several leagues in and around North Scottsdale.
Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA/SIPC
Compensation and Fee Structures:
Fee Based Accounts, Flat Fee Financial Plan, Commission Based Accounts.
Licenses, Certifications & Affiliations:
Member FINRA/SIPC, Certified Financial Planner(TM) Practitioner
Education:
Bachelor of Science, U.C.L.A.- Mathematics, 1987.
Will provide references upon request?
No
Further information about LPL Financial:
(Size of firm: 0-9 advisors)
LPL Financial was founded with a pioneering vision - to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting more than 12,000 financial advisors nationwide.* We are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies.
Providing Americans with investment advice has never been more important than now. At LPL Financial, we help financial professionals manage the complexities of running successful organizations by providing our customers with access to:
Leading-edge tools and technology
Independent investment research
Dedicated service and training
Open product architecture offering investment solutions
This mix of products and services allows our customers to focus on providing investment advice and to help their clients achieve important life and financial goals
* As reported in Financial Planning magazine 1996-2008, based on total revenues.
Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA/SIPC
Contact Information for Donald Burton
Phone: (480) 629-8144
Please support us by letting this advisor know you found them through Boomerater
Fax: (480) 629-8184
Address for Donald Burton:
8707 E. Vista Bonita Drive
Suite 240
Scottsdale, AZ, 85255
Request a COMPLIMENTARY consultation from this advisor!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.
Have Donald Burton contact you
Do not submit account or other confidential information via this form.
