William Kevin Burton

Principal Advised Services

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Current Employers

Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2024-03-15
TX	RA	APPROVED	2022-10-31

IA RA
APPROVED

Since 2024-03-15
TX RA
APPROVED

Since 2022-10-31

Branch Locations

Conroe, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Principal Life Insurance Company	Conroe	TX	11/2013	Present
Principal Securities Inc	Conroe	TX	11/2013	Present
Principal Advised Services	Conroe	TX	10/2022	Present

11/2013 → Present

Principal Life Insurance Company

Conroe, TX
11/2013 → Present

Principal Securities Inc

Conroe, TX
10/2022 → Present

Principal Advised Services

Conroe, TX

Previous Registrations

2011-09-23 → 2013-11-13

Msi Financial Services, Inc.

Houston, TX

Dallas, TX

Houston, TX

Dallas, TX

Houston, TX
2007-08-20 → 2011-09-08

Nationwide Investment Advisors, Llc

Columbus, OH
2002-11-12 → 2003-04-16

Valic Financial Advisors, Inc.

Houston, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-15
S63	Uniform Securities Agent State Law Examination	1998-12-18

S66 Uniform Combined State Law Examination

2007-08-15
S63 Uniform Securities Agent State Law Examination

1998-12-18

Other Names

Kevin Burton

View on SEC IAPD

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