Brian Burman (CRD# 7084026) is an Investment Advisor Representative working at Expand Financial Group, LLC in Sun City, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| 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 |
| Crossridge Church | Sherwood, OR | Jun 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- AZ
- CA
- FL
- ID
- MT
- TX
-
Total Assets Under Management85MILLIONS
-
Total Number of Accounts573ACCOUNTS
-
Average Account Value$147,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, ID, LA, MT, NV, OH, OR, PA, TN, TX
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