RB
RB

Reid Burton

8 Years of Experience
Chicago, IL
BrokerSells Insurance

Reid Burton is a registered investment advisor at Cetera Investment Advisers LLC, based in Chicago, IL, with 8 years of industry experience. Reid 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

1928 West Fulton #3, Chicago, IL, 60612

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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 ActivitiesSells Insurance

Reid is a licensed assistant for Megent Financial, a financial services DBA, spending full-time hours on client calls and paperwork. He also owns Holmes & Heritage LLC, where he works as an insurance agent selling fixed insurance (minimal time) and as a partner mining crypto (minimal time).

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
December 2018 - March 2019 · 3 mos
LPL Financial LLCBroker
October 2017 - March 2019 · 1 yr 5 mos
State Registrations27 states
AKALARAZCAFLGAIAIDILINKYLAMIMOMSNCNVNYOHOKORSCTNTXUTWI
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.