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Dexter Burlew

12 Years of Experience
Stafford, VA
BrokerSells Insurance

Dexter Burlew is a registered investment advisor at Cetera Investment Advisers LLC, based in Stafford, VA, with 12 years of industry experience. Dexter 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

Stafford, VA

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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

Dexter is a financial representative at Rosenthal Wealth Management Group, an owner of Foundation Financial Services, and an independent insurance agent. He also works full-time as a supervisor for the U.S. Navy.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
November 2018 - June 2021 · 2 yrs 7 mos
Voya Financial Advisors, INC.Broker
November 2018 - June 2021 · 2 yrs 7 mos
Latitude Advisors, LLC
January 2015 - November 2018 · 3 yrs 10 mos
Gwn Securities INC.Broker
November 2013 - November 2018 · 5 yrs
State Registrations8 states
FLMDMNNCPAPRTXVA
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.