Unclaimed Profile

Brent Gaylon Burr

BURR FINANCIAL SERVICES, LLC·PLEASANT HILL, California

Clean recordBURR FINANCIAL SERVICES, LLC

367 CIVIC DRIVE, PLEASANT HILL, CA 94523CRD# 2358166Firm CRD# 323114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Gaylon Burr · PLEASANT HILL, CA

Registration

CRD #2358166 · BURR FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brent Gaylon Burr is a registered financial advisor based in PLEASANT HILL, California, affiliated with BURR FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

BURR FINANCIAL SERVICES, LLC

AUM

$118M

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2358166

Firm CRD# 323114

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brent Gaylon Burr offer?

Brent Gaylon Burr specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANT HILL, California for a consultation.

What are Brent Gaylon Burr's credentials?

Brent Gaylon Burr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Gaylon Burr located?

Brent Gaylon Burr is based in PLEASANT HILL, California, working with BURR FINANCIAL SERVICES, LLC. Their office serves clients in the PLEASANT HILL metropolitan area and surrounding communities.

How does Brent Gaylon Burr charge for services?

Brent Gaylon Burr's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BURR FINANCIAL SERVICES, LLC?

BURR FINANCIAL SERVICES, LLC has approximately 3 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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