Unclaimed Profile

Brent Gaylon Burr

BURR FINANCIAL SERVICES, LLC·PLEASANT HILL, California

SIE, Series 6, Series 7, Series 63, Series 66Clean record24 years registeredBURR 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 · 24 years registered

Brand Profile

Not yet started

Career History

BURR FINANCIAL SERVICES, LLC

Sep 2022 – present

INDEPENDENT FINANCIAL GROUP, LLC

Mar 2012 – Sep 2022

PLEASANT HILL, CA

WOODBURY FINANCIAL SERVICES, INC.

Dec 2008 – Mar 2012

PLEASANT HILL, CA

H.D. VEST ADVISORY SERVICES, INC

May 2002 – Dec 2008

CONCORD, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · May 20, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BURR FINANCIAL SERVICES, LLC

CRD 323114 · SEC 801-126646

AUM

$118M

Regulatory assets under management

Employees

331 client accounts

Services offered by BURR FINANCIAL SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BURR FINANCIAL SERVICES, LLC →

Introduction

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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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