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Anthony Burton

8 Years of Experience
Sells Insurance

Anthony Burton is a registered investment advisor at Regal Investment Advisors LLC, based in Praireville, LA, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
7,859 clients
Average Client Portfolio
$311K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.

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Location

17135 Ronald Rd, Praireville, LA, 70769

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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

Anthony is an insurance agent selling fixed insurance products, dedicating full-time hours to this activity. He also operates Burton's Tractor Service and owns rental property, spending minimal time on each.

Employment History
Current Registrations
Regal Investment Advisors LLC
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Questar Asset Management, INC.
February 2018 - July 2018 · 5 mos
State Registrations1 state
LA
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.