Unclaimed Profile

David Allen Burd

PROFESSIONAL FINANCIAL ADVISORS INC·RADNOR, Pennsylvania

Series 3, Series 7, Series 15, Series 24, Series 51, Series 63, Series 65Clean record34 years registeredPROFESSIONAL FINANCIAL ADVISORS INC

170 N. RADNOR CHESTER ROAD, RADNOR, PA 19087CRD# 852886Firm CRD# 107289

Profile Verification

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

Identity

David Allen Burd · RADNOR, PA

Registration

CRD #852886 · PROFESSIONAL FINANCIAL ADVISORS INC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROFESSIONAL FINANCIAL ADVISORS INC

TGS FINANCIAL ADVISORS

Jan 2005 – Jun 2022

RADNOR, PA

TGS FINANCIAL ADVISORS

Oct 1991 – Dec 2004

MEDIA, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 15

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · October 3, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROFESSIONAL FINANCIAL ADVISORS INC

CRD 107289 · SEC 801-38963

AUM

$340M

Regulatory assets under management

Employees

1,190 client accounts

Services offered by PROFESSIONAL FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROFESSIONAL FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does David Allen Burd offer?

David Allen Burd specializes in Financial Planning, Investment Management.

What are David Allen Burd's credentials?

David Allen Burd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Allen Burd located?

David Allen Burd is based in RADNOR, Pennsylvania, last registered with PROFESSIONAL FINANCIAL ADVISORS INC.

How does David Allen Burd charge for services?

David Allen Burd's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROFESSIONAL FINANCIAL ADVISORS INC?

PROFESSIONAL FINANCIAL ADVISORS INC has approximately 14 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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