Bradley B. Burr
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Brien Burr's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
September 16, 2025 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
December 20, 2019 - September 2, 2025
ASHTON THOMAS PRIVATE WEALTH
December 18, 2019 - December 31, 2022
M. S. HOWELLS & CO.
February 24, 2017 - December 31, 2017
OSAIC SERVICES, INC.
October 31, 2008 - December 31, 2011
OSAIC SERVICES, INC.
October 31, 2008 - December 31, 2017
OSAIC SERVICES, INC.
September 23, 2008 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
February 1, 2007 - October 31, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
July 13, 2005 - January 16, 2007
CUE FINANCIAL GROUP, INC.
June 27, 2005 - January 16, 2007
CUE FINANCIAL GROUP, INC.
June 25, 2004 - December 31, 2004
AMERICAN GENERAL SECURITIES INCORPORATED
October 10, 2003 - December 16, 2003
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
October 20, 2000 - September 23, 2003
DWS DISTRIBUTORS, INC.
September 20, 1985 - October 6, 2000
THE ADVISORS GROUP, INC.
June 21, 1984 - April 25, 1985
RAUSCHER PIERCE REFSNES, INC.
Primary Firm SEC Registration
ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD#: 322382 / SEC#: 801-126102
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2025)
Exams
Current Firm
ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD#: 322382 / SEC#: 801-126102
Contact information
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
