William Burford is a ChFC-designated registered investment advisor, based in Midlothian, VA, with 41 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
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
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.
Exams
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