William Burford
William Burford is a registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 40 years of industry experience. William 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
130 Wylderose Dr, Midlothian, VA, 23113
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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
William works as an agent/broker for Select Brokers LLC and VAM Fixed Insurance, selling fixed insurance products since 2006 and 1986 respectively. These activities take about a quarter of William's time for Select Brokers LLC and about 10-20% of his time for VAM Fixed Insurance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Worthmark Alliance Viii, LLCBroker
Securian Financial Services, INC.
Investment Advisory Group, INC.
Securian Financial Services, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
State Registrations14 states
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