Webster Kenwood Burrier
Investment adviser representative at MKT and Associates LLC
13 yearsExperience
1 stateRegistered in
$378.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- MKT and Associates LLCDec 2025 to now
- Avantax Advisory ServicesJan 2021 to Jul 2021
- Avantax Insurance Agency, LLCJan 2021 to Jul 2021
- Avantax Investment Services, IncJan 2021 to Jul 2021
- Dominion Wealth Management, LLCNov 2020 to Dec 2025
- MML Investors ServicesJan 2019 to Nov 2020
- MassmutualDec 2018 to Nov 2020
- Thompson Financial GroupNov 2018 to Nov 2020
- Aston Carter, IncAug 2018 to Oct 2018
- Alpha Landscaping ContractorsJan 2018 to Jul 2018
- University of PittsburghAug 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
MKT and Associates LLC
$378.7MAssets managed
146Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7061229
- Firm CRD
- 329889