DB
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Danielle Burton

17 Years of Experience
Oak Brook, IL
BrokerSells Insurance

Danielle Burton is a registered investment advisor at Cetera Investment Advisers LLC, based in Oak Brook, IL, with 17 years of industry experience. Danielle 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1200 Harger Road Suite 325, Oak Brook, IL, 60523

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Danielle works as a registered representative for Megent Financial, dedicating full-time hours to providing financial services. She also works as an insurance agent selling various insurance products and is involved with Homes & Heritage LLC, a fixed insurance/tax entity, and Holmes & Heritage, LLC, mining crypto.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
February 2019 - Present · 7 yrs 3 mos
Cetera Advisors LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2019 - March 2024 · 5 yrs 1 mo
Opus Wealth Management Group
April 2016 - March 2019 · 2 yrs 11 mos
LPL Financial LLCBroker
April 2016 - March 2019 · 2 yrs 11 mos
Fsc Securities Corporation
May 2013 - May 2016 · 3 yrs
Fsc Securities CorporationBroker
November 2012 - May 2016 · 3 yrs 6 mos
The O.N. Equity Sales CompanyBroker
June 2008 - November 2012 · 4 yrs 5 mos
State Registrations17 states
ARAZFLHIILINKYMIMONCNVNYOHOKSCSDWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Danielle Burton - Financial Advisor | TrueAdvisor