Donald Burt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Riverview, FL, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
10405 Gibsonton Drive, Riverview, FL, 33578
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald operates under Suncoast Investment Services as a DBA for his LPL business and also serves as a Financial Wealth Advisor for Suncoast, dedicating full-time hours to these investment-related activities. Additionally, Donald is a business owner of Lightforged Logistics, spending about 10-20% of his time on this non-investment related venture.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
T. Rowe Price Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations17 states
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