Eric Burton
Eric Burton is a registered investment advisor at Cetera Investment Advisers LLC, based in Naples, FL, with 27 years of industry experience. Eric 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
5633 Strand Blvd Suite 307, Naples, FL, 34110
Get directionsHistory
Regulatory History (5)
Regulatory
March 2022Regulatory
August 2021Regulatory
June 2021Customer Dispute
March 2021Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Eric is the president of Megent Financial, providing financial services to clients, which takes nearly full-time hours. He also owns Burton Financial Group LLC, a non-variable insurance DBA, co-owns real estate rental property, is the president/treasurer of a homeowner's association, and co-chairs a philanthropy group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Opus Wealth Management Group
LPL Financial LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advice Network Consultants, LLC
LPL Financial LLC
LPL Financial LLCBroker
The O.N. Equity Sales CompanyBroker
Strategic Assets INC.Broker
State Registrations2 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.