Allen Burton has been Founder and CIO of Glasgow & Associates since July 2022, is a control person of the firm and directly owns 75% or more of it. Allen Burton holds a Degree in Finance from UNC-Wilmington. Allen Burton studied Southeastern Trust School at Campbell University.
Glasgow & Associates, LLC is a Wilmington, NC firm with $206M under management, 228 clients and 7 advisers across 5 offices, as of its July 2026 filing.
A. Ryan Burton is Founder & Chief Investment Officer of Masonboro Advisors. Burton founded the firm in 2013 after many years at Merrill Lynch, Wachovia Securities and Wells Fargo Advisors, and spent 5 years as a Trust Officer at a bank in the Southeast, where he administered trusts, settled estates and developed estate plans. He still places an emphasis on estate planning with clients.
Allen Burton’s longest registration was 9 years at Capital Investment Advisory Services, LLC (2013–2022). Before joining Glasgow & Associates in 2022, Allen Burton was registered through Capital Investment Advisory Services, LLC and Wells Fargo Advisors, LLC.
- Masonboro AdvisorsCurrent– present · 4 yearsWilmington, NC · Adviser representative · Firm CRD 145151
- Capital Investment Advisory Services, LLC– · 9 yearsWilmington, NC · Adviser representative · Firm CRD 149124
- Wells Fargo Advisors, LLC– · 4 yearsWilmington, NC · Adviser representative · Firm CRD 19616
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsWilmington, NC · Adviser representative · Firm CRD 7691
- BB&T Investment Services, Inc.– · under a yearCharlotte, NC · Adviser representative · Firm CRD 33856
- BB&T Asset Management, Inc.– · under a yearWinston-Salem, NC · Adviser representative · Firm CRD 108443
Professional designations
Listed by Glasgow & Associates
- CFP®
Investment adviser representative registrations
Allen Burton is registered as an investment adviser representative in 3 states. The first approvals date from July 2022; the most recent is Georgia, in January 2024.
- GeorgiaSince 3 January 2024
- LouisianaSince 27 February 2023
- North CarolinaSince 19 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 August 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 July 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Allen Ryan Burton
- CRD
- 4639107
- Firm
- Glasgow & Associates · CRD 145151
- Role
- Founder and CIO
- Office
- 5815 OLEANDER DRIVE, SUITE 260, Wilmington, NC 28403
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- masonboroadvisors.com
Where does Allen Burton work?
Allen Burton has been Founder and CIO of Glasgow & Associates, LLC since July 2022, and is a control person of the firm.
Is Allen Burton a financial advisor?
Yes. Allen Burton has a current investment-adviser registration in Georgia, Louisiana and North Carolina, through Glasgow & Associates since July 2022.
How many years of experience does Allen Burton have?
Allen Burton has 23 years in the financial industry, since March 2003, across 6 adviser firms.
What exams has Allen Burton passed?
Allen Burton has passed 3 licensing exams: the Series 65, Series 63 and Series 7. The earliest, the Series 65, was passed in December 2002. FINRA credited Allen Burton with the SIE, which began in October 2018.
Where did Allen Burton work before Glasgow & Associates?
Before Glasgow & Associates, Allen Burton was registered through Wells Fargo Advisors, LLC, October 2008 to August 2013; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2004 to October 2008; BB&T Investment Services, Inc., March 2004 to June 2004; BB&T Asset Management, Inc., March 2003 to March 2004.
Where is Allen Burton based?
Allen Burton’s registered office is in Wilmington, NC.
Is Allen Burton registered with FINRA?
No. Allen Burton has no current broker registration.
Is Allen Burton a CFP?
Glasgow & Associates lists Allen Burton with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Allen Burton’s record?
Search CRD 4639107 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allen Burton’s full registration record.
