Bradley B. Burr

ENCOMPASS MORE ASSET MANAGEMENT LLC

Phoenix, AZ

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CRD#: 1264964

Professional summary

Bradley Brien Burr, CFP®, who also goes by Brad Burr, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Phoenix, Arizona.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Bradley has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Burr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. I am a licensed insurance agent. 2. I currently drive as ride-share for VEYO and UBER as an independent contractor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Brien Burr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

September 16, 2025 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA

CRD#: 322382

Phoenix, AZ

Past

December 20, 2019 - September 2, 2025

ASHTON THOMAS PRIVATE WEALTH

RIA

CRD#: 153902

SCOTTSDALE, AZ

Past

December 18, 2019 - December 31, 2022

M. S. HOWELLS & CO.

CRD#: 104100

SCOTTSDALE, AZ

Past

February 24, 2017 - December 31, 2017

OSAIC SERVICES, INC.

RIA

CRD#: 133763

TEMPE, AZ

Past

October 31, 2008 - December 31, 2011

OSAIC SERVICES, INC.

RIA

CRD#: 133763

TEMPE, AZ

Past

October 31, 2008 - December 31, 2017

OSAIC SERVICES, INC.

CRD#: 133763

TEMPE, AZ

Past

September 23, 2008 - October 31, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

RIA

CRD#: 13626

TEMPE, AZ

Past

February 1, 2007 - October 31, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

TEMPE, AZ

Past

July 13, 2005 - January 16, 2007

CUE FINANCIAL GROUP, INC.

RIA

CRD#: 21033

CAREFREE, AZ

Past

June 27, 2005 - January 16, 2007

CUE FINANCIAL GROUP, INC.

CRD#: 21033

CAREFREE, AZ

Past

June 25, 2004 - December 31, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

October 10, 2003 - December 16, 2003

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

October 20, 2000 - September 23, 2003

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

September 20, 1985 - October 6, 2000

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

June 21, 1984 - April 25, 1985

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(9/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/3/1986

General Securities Principal Examination

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

390 Diablo Rd Suite 100, Danville, CA 94526

Mailing Address

Phone number

(925) 272-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	4,025
AUM (Assets Under Management)	$ 581,910,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bradley B. Burr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Brien Burr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASHTON THOMAS PRIVATE WEALTH

M. S. HOWELLS & CO.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

CUE FINANCIAL GROUP, INC.

CUE FINANCIAL GROUP, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

DWS DISTRIBUTORS, INC.

THE ADVISORS GROUP, INC.

RAUSCHER PIERCE REFSNES, INC.

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/1998

Series 63

Date: 5/23/1984

SIE

Date: 12/31/2017

Series 7

Date: 6/16/1984

Series 24

Date: 11/3/1986

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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