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Julie Alice Burton

Centennial Securities Company, Inc.

Grand Rapids, MI

CRD 1282466

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Employer firm

Centennial Securities Company, Inc. CRD 7763

$1.34B regulatory AUM 2,520 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Centennial Securities Company, Inc.

3075 Charlevoix Dr Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-05-12
  • MI RA
    APPROVED
    Since 2015-05-12

Branch Locations

3075 Charlevoix Drive Se, Grand Rapids, MI 49546 • 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
OrganizationCityStateFromTo
Centennial Securities Co Inc Grand Rapids MI 03/2003 Present
  • 03/2003 → Present
    Centennial Securities Co Inc
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-19
  • S66 Uniform Combined State Law Examination
    2014-09-19

View on SEC IAPD

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Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

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