Bruce Dudley Burton

Sunbelt Securities

40 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Sunbelt Securities

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

5,355 clients

Average Client Portfolio

$378K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

2700 Post Oak Blvd Ste 1700, Houston, TX, 77056

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Bruce is a registered representative under Sunbelt Securities, operating as Lexington Investments LLC, dedicating full-time hours during trading hours. He also serves as an advisor for Masonic Lodge #160, spending minimal time and receiving no compensation.

Employment History

Current Registrations

Sunbelt Securities

September 2019 - Present · 6 yrs 5 mos

Sunbelt Securities, INC.Broker

September 2019 - Present · 6 yrs 5 mos

Previous Registrations

Lexington Investment Company, INC.

March 2011 - January 2019 · 7 yrs 10 mos

Lexington Investment Company, INC.Broker

August 1992 - September 2019 · 27 yrs 1 mo

Prudential Securities IncorporatedBroker

September 1989 - August 1992 · 2 yrs 11 mos

Thomson Mckinnon Securities INC.Broker

May 1985 - September 1989 · 4 yrs 4 mos

State Registrations13 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.