William Burton
William Burton is a CFP-designated registered investment advisor at Capital Investors Advisory Corporation, based in Dublin, OH, with 43 years of industry experience. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on client circumstances.
Fee Estimator
Location
5910 Venture Drive, Suite B, Dublin, OH, 43017
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an insurance agent since 1982, dedicating minimal time to this activity. He also serves as a trustee providing trust-related services, spending a few hours per week on this.
Employment History
Current Registrations
Capital Investors Advisory Corporation
Previous Registrations
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Lincoln National Pension Insurance CompanyBroker
Cigna Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.