Advisor at MKT and Associates LLC
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Firm
MKT and Associates LLC
Location
Leland, NC
Credentials
Series 63, Series 66
Industry experience
6 years
Webster Burrier is a financial advisor at MKT and Associates LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Dominion Wealth Management and Avantax-related firms. Outside of his advisory work, he is involved as a music events promotion partner with Electric Enclave LLC. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) consulting under ERISA. The firm employs client-specific strategies using a range of investment tools and serves a diverse client base with a focus on both portfolio management and retirement plan services.
Based on MKT and Associates LLC
Account minimum: $250,000
Leland, NC
North Carolina
MKT and Associates LLC
2025 - Present (1 year)
Dominion Wealth Management, LLC
2021 - 2025 (4 years)
Avantax Insurance Agency, LLC
2021 - 2021 (1 year)
Avantax Advisory Services
2021 - 2021 (1 year)
Avantax Investment Services, Inc
2021 - 2021 (1 year)
Dominion Wealth Management
2020 - 2021 (1 year)
MML INVESTORS SERVICES
2019 - 2020 (1 year)
Massmutual
2018 - 2020 (2 years)
Thompson Financial Group
2018 - 2020 (2 years)
Aston Carter, Inc
2018 - 2018 (1 year)
Alpha Landscaping Contractors
2018 - 2018 (1 year)
Country Club of York
2015 - 2016 (1 year)
University of Pittsburgh
2013 - 2017 (4 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 65
Wilmington, NC
Harborside Capital
Series 66
Wilmington, NC
Neuse River Capital, LLC
Series 66
Wilmington, NC
Pembroke Wealth Management, LLC
Series 63, Series 65, Series 66
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Coastal Capital Management, LLC
CFP®, Series 63
Wilmington, NC
Rushwald, Mark Steven
CFP®, Series 66
Wilmington, NC
Shammas Financial Planning
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