Anthony
Burton

Regal Investment Advisors LLC

CRD#6803730
Investment Advisor
in Prairieville, LA

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About this Advisor

Anthony Burton is a financial advisor based in Prairieville, Louisiana, working with Regal Investment Advisors LLC. Anthony has previously held positions at Regal Investment Advisors, Questar Asset Management, and Burton Tractor Service. Anthony has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Anthony is part of Regal Investment Advisors LLC, which operates out of Prairieville, Louisiana. The firm has 77 offices and 140 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Regal Investment Advisors LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

17135 Ronald Rd
Prairieville, LA 70769

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Regal Investment Advisors LLC Brokerage Details

Total Assets Under Management

$2,550,489,630

LA Average: $943,424,332
Total Number of Employees

140

LA Average: 21
Total Number of Accounts

12,870

LA Average: 1,586
Average Account Size

$198,173

LA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Anthony Burton Work History

2018 - Present (7 years)

Regal Investment Advisors

1998 - Present (27 years)

Burton Tractor Service

2017 - 2018 (1 year)

Questar Asset Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Anthony Burton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Regal Investment Advisors LLC

Roger Godin
Independence, OH
Richard Law
Grand Rapids, MI
Chad Reibold
San Dimas, CA
Christopher Peterson
Grand Rapids, MI
Mario Ruiz
Austin, TX
Thomas Scotto
Old Bridge, NJ
Thomas Norton
Grand Rapids, MI
Alan Norton
Braintree, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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