Julie Burton, financial advisor Grand Rapids MI

Julie Burton

CRD Number: 1282466
Current Firm: Centennial Securities Company Inc.

Julie Burton (CRD# 1282466) is an Investment Advisor Representative working at Centennial Securities Company Inc. in Grand Rapids, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Centennial Securities Co Inc. Grand Rapids, MI Mar 2003 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Julie A. Burton
Phone Number: 616-942-7680
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,072
    MILLIONS
  • Total Number of Accounts
    3,513
    ACCOUNTS
  • Average Account Value
    $305,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KS, MI, MO, NC, OH, PA, SC, TN, TX, WA, WI

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