J Burton is a registered investment advisor at LPL Financial LLC, based in El Cajon, CA, with 14 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
405 South Magnolia Ave, El Cajon, CA, 92020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
J is involved in multiple business activities. Since 2012, J has been involved with life and health insurance, spending about 10-20% of their time on life, health, disability, and long-term care insurance. J also operates under the DBAs Mike Rundlett Financial Services and Rundlett Financial, dedicating full-time hours and about a quarter of their time respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Variable Investment Advisors, INC.Broker
Sagepoint Financial, INC.Broker
State Registrations8 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.