Burton Brown

Burton Brown, CFP®, AAMS®, is Executive Vice President Atomi Financial Group (Atomi). He has over 10 years of financial advisory experience.

After nine years of military service and earning his MBA from the George Graziadio School of Business at Pepperdine University, Burton decided to follow his passion for personal financial management and became a Registered Representative with Edward Jones, member FINRA, SIPC.

After six successful years with Edward Jones, Burton became Vice President at a boutique advisory firm and investment bank.  He was also a Registered Representative of LPL Financial, member FINRA, SIPC.

 

Most recently, Burton served as Vice President and Registered Representative for Courtlandt Securities Corporation, member FINRA, SIPC, a dealer manager focused on non-traded direct investments. He created financial plans and managed both liquid and illiquid investment portfolios.

Burton is very active in the Orange County business, education, athletic and combat veteran communities. His educational background includes:

  • MBA – Pepperdine University, Finance and Dispute Resolution

  • BSM – Pepperdine University, Cum Laude, Management

  • Certificate — Pepperdine University School of Law, Dispute Resolution

Burton holds FINRA 7 and 66 Securities licenses.

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