JB
JB

John Burton

12 Years of Experience
Fairmont, WV
3 DisclosuresBroker

John Burton is a registered investment advisor at LPL Financial LLC, based in Fairmont, WV, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1042 Morgantown Ave, Fairmont, WV, 26554

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2014
Denied
Regulatory
October 2013
Final
Customer Dispute
August 2012
Denied
Other Business Activities

John owns BRK Holdings, LLC, a real estate rental business, since 2013, dedicating minimal time. He also operates his LPL business under the DBA Mission Financial Advisors.

Employment History
Previous Registrations
LPL Financial LLC
July 2024 - March 2026 · 1 yr 8 mos
Cetera Investment Advisers LLC
June 2023 - July 2024 · 1 yr 1 mo
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
December 2013 - May 2021 · 7 yrs 5 mos
LPL Financial LLC
December 2011 - November 2013 · 1 yr 11 mos
Investors Capital Advisory
January 2005 - December 2011 · 6 yrs 11 mos
Eastern Point Advisors INC.
July 2002 - December 2004 · 2 yrs 5 mos
Exams
No exam information available for this advisor.
John Burton - Financial Advisor | TrueAdvisor