Mark Irvin Burton

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 08/1981 → Present
  Ny Life Ins. Co.
  Painesville, OH
• 11/1982 → Present
  Nylife Securities Inc.
  Santa Ana, CA
• 08/2006 → Present
  Burton Financial & Insurance Services
  Laguna Hills, CA
• 06/2002 → Present
  Eagle Strategies Llc
  Lake Forest, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; VIA DBA BURTON FINANCIAL & INSURANCE SERVICES.][MNB Management LLC; Operating holding company for my NYL and Eagle business; 6181 Mourning Dove Lane, Avila Beach, CA 93424; Start Date 11/2025; Role/Title: Member; Investment Related; 80 hours per month; 80 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-22
• S63 Uniform Securities Agent State Law Examination
  1984-07-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant