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William Burton

LPL Financial LLC
44 Years of Experience
Idaho Falls, ID
2 DisclosuresBroker
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William Burton is a registered investment advisor at LPL Financial LLC, based in Idaho Falls, ID, with 44 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1530 Elk Creek Dr, Idaho Falls, ID, 83404-8322

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1998
Settled
Customer Dispute
April 1998
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William operates Teton Wealth Management as a DBA for his LPL business since 2021. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & ReedBroker
October 2016 - July 2021 · 4 yrs 9 mos
Waddell & Reed
October 2016 - July 2021 · 4 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
March 2012 - October 2016 · 4 yrs 7 mos
U.S. Bancorp Investments, INC.
March 2012 - October 2016 · 4 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2012 · 2 yrs 10 mos
Citigroup Global Markets INC.
November 2005 - June 2009 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
November 2005 - June 2009 · 3 yrs 7 mos
Morgan Stanley
September 1998 - October 2005 · 7 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 1998 - October 2005 · 7 yrs 8 mos
Piper Jaffray INC.Broker
February 1984 - January 1998 · 13 yrs 11 mos
Cal-Cap Securities, INC.Broker
September 1982 - January 1984 · 1 yr 4 mos
Wesco Securities, INC.Broker
January 1982 - October 1982 · 9 mos
State Registrations3 states
IDMTUT
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.
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