Jeffrey Burton
Jeffrey Burton is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 33 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
225 Seven Farms Dr, Ste 300, Charleston, SC, 29492
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2020Customer Dispute
November 2009Customer Dispute
November 2009Customer Dispute
September 2009Customer Dispute
September 2009Employment Separation After Allegations
February 1996Other Business Activities
Jeffrey is the head golf coach at Bishop England High School, taking about 10-20% of his time. He also has ownership stakes in multiple companies, including Dark Star Capital LLC, Millennium Private Wealth LLC, BMRH Holdings LLC, and Millennium Legacy Partners LLC, and serves as trustee for multiple trusts and power of attorney for his mother.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 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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