Marcy Sheer Burton

Marcy Burton is an Investment Advisor Representative with over 40 years of experience in the financial services industry. She holds Series 63, Series 24, Series 99TO, SIE, Series 15, and Series 7 licenses, and maintains current registration with the state of California.

Throughout her career, Marcy has worked with firms including Sorrento Pacific Financial, LLC and Partnervest Securities, Inc. She currently provides investment advisory services including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and investment companies. Marcy is also associated with ChangePath, LLC, a financial planning firm where she serves as an Investment Advisor Representative.