Brian Burman, financial advisor Sun City AZ

Brian Burman

CRD Number: 7084026
Current Firm: Expand Financial Group, LLC

Brian Burman (CRD# 7084026) is an Investment Advisor Representative working at Expand Financial Group, LLC in Sun City, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Expand Financial Group, LLC Burleson, TX Mar 2019 - Current 5
Excel Leadership Coaching Visalia, CA Mar 2018 - Dec 2019 1
Excel Leadership Network Elk Grove, CA Jan 2016 - Dec 2018 2
First Baptist Church Of Visalia Dba Gateway Church Visalia, CA May 2014 - May 2018 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Brian W. Burman
Phone Number: 916-521-5451
Registered State(s):
  • AZ
  • CA
  • FL
  • ID
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    85
    MILLIONS
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $147,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, ID, LA, MT, NV, OH, OR, PA, TN, TX, WA

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