LB
LB

Larry Burton

16 Years of Experience
Westlake Village, CA
2 DisclosuresBrokerSells Insurance

Larry Burton is a registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 16 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

2555 Townsgate Rd Ste 300, Ste. 300, Westlake Village, CA, 91361

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History

Regulatory History (2)
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
December 2022
Settled
Customer Dispute
July 2022
Settled
Other Business ActivitiesSells Insurance

Larry is an agent for accident & health, life, and variable insurance, and also purchases tax liens/deeds. He volunteers for Kappa Alpha Psi Fraternity, is a marketing consultant, and owns rental property.

Employment History
Previous Registrations
LPL Financial LLC
June 2025 - March 2026 · 9 mos
Western International Securities
May 2010 - June 2025 · 15 yrs 1 mo
Citigroup Global Markets INC.
May 2007 - December 2009 · 2 yrs 7 mos
Citicorp Investment Services
March 2003 - May 2007 · 4 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2001 - March 2003 · 2 yrs 1 mo
Exams
No exam information available for this advisor.