Terry Burton
Terry Burton is a registered investment advisor at Cetera Investment Advisers LLC, based in Sewickley, PA, with 40 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Sewickley, PA
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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
Terry is an agent selling fixed insurance products (life, disability, annuities, and long-term care) since 2016, dedicating full-time hours to this. Terry also operates Burton Wealth Management as a DBA and is an agent for TASC, offering self-employed and small business programs, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Intersecurities, INC.Broker
Investors Security Company, INC.Broker
Calvert Securities CorporationBroker
Financial Estate Planning, INC.Broker
State Registrations3 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.