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Whitney Burton

10 Years of Experience
Clemson, SC
Broker

Whitney Burton is a registered investment advisor at Wells Fargo Advisors, based in Clemson, SC, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

218 Frontage Road, Suite A, Clemson, SC, 29631

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Whitney works as a notary in Clemson, SC, notarizing documents. This activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2020 - July 2023 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
September 2020 - July 2023 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - September 2020 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - September 2020 · 2 yrs 3 mos
Raymond James & Associates, INC.
April 2017 - May 2018 · 1 yr 1 mo
Raymond James & Associates, INC.Broker
April 2017 - May 2018 · 1 yr 1 mo
LPL Financial LLC
December 2016 - April 2017 · 4 mos
LPL Financial LLCBroker
December 2016 - April 2017 · 4 mos
Wells Fargo Advisors, LLC
April 2016 - November 2016 · 7 mos
Wells Fargo Advisors, LLCBroker
October 2015 - November 2016 · 1 yr 1 mo
State Registrations31 states
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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.
Whitney Burton - Financial Advisor | TrueAdvisor