Eric Peter Burton

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 02/2019
  Lpl Financial, Llc
  Orland Park, IL
• 04/2016 → 02/2019
  Opus Wealth Partners, Llc
  Lisle, IL
• 02/2019 → Present
  Cetera Advisors Llc
  Saint Cloud, MN
• 04/2016 → Present
  Megent Financial
  Orland Park, IL
• 09/2016 → 01/2020
  Six Thirty Services
  Orland Park, IL
• 04/2016 → Present
  Burton Financial Group Llc
  Naples, FL
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-05-02 → 2019-03-04
  Opus Wealth Management Group
  Orland Park, IL
• 2012-09-18 → 2016-05-02
  Fsc Securities Corporation
  Atlanta, GA
  Orland Park, IL
• 2008-10-15 → 2012-12-31
  Advice Network Consultants, Llc
  Tinley Park, IL
• 2008-08-19 → 2012-10-05
  Lpl Financial Llc
  Tinley Park, IL
  Tinley Park, IL

Other Businesses

1. NAME OF OTHER BUSINESS: MEGENT FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 04/2016; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS; 2. NAME OF OTHER BUSINESS: BURTON FINANCIAL GROUP LLC; INVESTMENT RELATED: NO; ADDRESS: 3233 BENICIA CT. NAPLES, FL 34109; NATURE OF BUSINESS: NON VARIABLE INSURANCE; START DATE:02/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: DBA FOR NON VARIABLE INSURANCE; 3. NAME OF OTHER BUSINESS: ERIC BURTON; INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP CO-OWNER; APX NUMBER OF HOURS PER WEEK: 15 ; APX NUMBER OF HOURS DURING TRADING HOURS: 15 ; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE RENTAL, LOCATE, OVERSEE & ADMINISTER PROPERTY, CONTRACTORS, PROFESSIONALS, ETC.; 4. NAME OF OTHER BUSINESS: FLORIDA STATE UNIVERSITY, INVESTMENT RELATED: NO, ADDRESS: 325 W. COLLEGE AVE, TALLAHASSEE, FL NATURE OF BUSINESS: PHILANTHROPY GROUP, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: CO-CHAIR, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE AND PARTICIPATE IN EVENTS;

Exams

• S66 Uniform Combined State Law Examination
  2008-08-15
• S63 Uniform Securities Agent State Law Examination
  1998-10-15