Brent G. Burr

BURR FINANCIAL SERVICES

SPARKS, NV

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CRD#: 2358166

Professional summary

Brent Gaylon Burr is a registered financial advisor currently at BURR FINANCIAL SERVICES, LLC located in Sparks, Nevada.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brent has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) INSURANCE POSITION: Independent Contractor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 02/06/2002 ADDRESS: 7463 NAUTILUS DRIVE, SPARKS NV 89436, United States DESCRIPTION: INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE (2) BURR TAX AND FINANCIAL SERVICES POSITION: Owner & Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 06/1993 ADDRESS: 7463 NAUTILUS DRIVE, SPARKS NV 89436, United States DESCRIPTION: 100% OWNER OF BURR TAX AND FINANCIAL SERVICES OFFERING TAX PREPARATION SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Gaylon 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®

None

Experience

Current

September 29, 2022 - Present

BURR FINANCIAL SERVICES, LLC

RIA

CRD#: 323114

SPARKS, NV

Past

March 15, 2012 - September 30, 2022

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

PLEASANT HILL, CA

Past

March 14, 2012 - September 30, 2022

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

PLEASANT HILL, CA

Past

December 23, 2008 - March 16, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

PLEASANT HILL, CA

Past

December 19, 2008 - March 16, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

PLEASANT HILL, CA

Past

May 20, 2002 - December 23, 2008

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

CONCORD, CA

Past

October 6, 1993 - December 23, 2008

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

CONCORD, CA

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".

BURR FINANCIAL SERVICES, LLC

CRD#: 323114 / SEC#: 801-126646

RIA

Registered Investment Advisory firm - (9/29/2022 Approved)

California

Registered Investment Advisory firm - (5/26/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/26/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(9/30/2022)

IAR

Nevada
(11/3/2025)

IAR

Texas
(9/29/2022)

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 66

Date: 12/1/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/28/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/14/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BURR FINANCIAL SERVICES, LLC

CRD#: 323114 / SEC#: 801-126646

RIA

Registered Investment Advisory firm - (9/29/2022 Approved)

California

Registered Investment Advisory firm - (5/26/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/26/2024 Terminated)

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Contact information

Main Address

Sparks, NV

Mailing Address

Phone number

(925) 676-6007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts	347
AUM (Assets Under Management)	$ 155,380,627

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

Brent G. Burr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Gaylon Burr's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

BURR FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2023

Series 63

Date: 9/27/1993

SIE

Date: 10/1/2018

Series 7

Date: 12/28/2004

Series 6

Date: 9/14/1993

Current Firm

BURR FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURR FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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