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CB

Charles S. Burford

BURFORD BROTHERS
Dallas, TX 75205
Some features on this profile are disabled
CRD#: 1658201
CB

Professional summary


Charles Scott Burford, who also goes by Scott Burford, is a registered financial advisor currently at BURFORD BROTHERS, INC. located in Dallas, Texas.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Charles has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott Burford

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Charles Scott Burford'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®
None

Experience


Current

April 8, 2020 - Present

BURFORD BROTHERS, INC.

Office #1: 7001 Preston Road Suite 405, Dallas, TX 75205
RIA
CRD#: 306574
Dallas, TX
Past

February 22, 1995 - November 19, 2019

MOMENTUM INDEPENDENT NETWORK INC.

RIA
CRD#: 17587
DALLAS, TX
Past

February 22, 1995 - November 19, 2019

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

February 14, 1994 - March 7, 1995

BURFORD, PERRY & CO. INC.

BD
CRD#: 35798
Past

June 1, 1990 - February 22, 1994

BURFORD BROTHERS, INC.

BD
CRD#: 23512
DALLAS, TX

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".
BB
BURFORD BROTHERS, INC.
BURFORD BROTHERS, INC.

CRD#: 306574 / SEC#: 801-117819

RIA
Registered Investment Advisory firm - (12/16/2019 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
Louisiana
(3/27/2023)
IAR
Texas
(4/8/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BB
BURFORD BROTHERS, INC.
BURFORD BROTHERS, INC.

CRD#: 306574 / SEC#: 801-117819

RIA
Registered Investment Advisory firm - (12/16/2019 Approved)
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Contact information


Main Address
7001 Preston Road Suite 405, Dallas, TX 75205
Mailing Address
Phone number
(214) 523-2333
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 WRAP FEE PROGRAM BROCHURE - BURFORD BROTHERS, INC. (2/18/2025)

Regulatory assets under management


Total Number of Accounts749
AUM (Assets Under Management)$ 361,328,374

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.

Company Information


BURFORD BROTHERS, INC.

CRD#: 306574Dallas, TX 75205

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