CB
CFP
CB
CFP
Corey Burton
4 Years of Experience
Dublin, OH
May Earn Commission
Corey Burton is a CFP-designated registered investment advisor at Capital Investors Advisory Corporation, based in Dublin, OH, with 4 years of industry experience. Their practice areas include Investment Management, Retirement Planning.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5910 Venture Drive, Suite B, Dublin, OH, 43017
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Capital Investors Advisory Corporation
January 2022 - Present · 4 yrs 3 mos
State Registrations7 states
FLLAMAMINYOHTX
Advisor
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.