Brian J. Bourdon
Professional summary
Brian Justin Bourdon, who also goes by Brian J Bourdon, Brian Justin Bourdon, is a registered financial advisor currently at TD PRIVATE CLIENT WEALTH LLC located in Springfield, Virginia.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Brian has worked at 17 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Justin Bourdon's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Brian Justin Bourdon's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2026 - Present
TD PRIVATE CLIENT WEALTH LLC
Office #1: 8310 Old Keene Mill Road, Springfield, VA 22152January 6, 2026 - Present
TD PRIVATE CLIENT WEALTH LLC
Office #1: 1919 Gallows Road 2nd Floor, Vienna, VA 22182June 27, 2024 - October 6, 2025
WELLS FARGO CLEARING SERVICES, LLC
June 27, 2024 - October 6, 2025
WELLS FARGO CLEARING SERVICES, LLC
June 9, 2022 - October 31, 2023
TRUIST ADVISORY SERVICES, INC.
June 9, 2022 - October 31, 2023
TRUIST INVESTMENT SERVICES, INC.
February 7, 2020 - June 6, 2022
WELLS FARGO CLEARING SERVICES, LLC
February 7, 2020 - June 6, 2022
WELLS FARGO CLEARING SERVICES, LLC
April 23, 2019 - December 12, 2019
EAGLE STRATEGIES LLC
February 13, 2019 - December 12, 2019
NYLIFE SECURITIES LLC
September 10, 2018 - December 5, 2018
BRIDGEMARK WEALTH MANAGEMENT
January 30, 2017 - March 7, 2018
SCOTTRADE INVESTMENT MANAGEMENT
November 23, 2016 - March 7, 2018
SCOTTRADE, INC.
April 8, 2015 - November 6, 2016
CUNA BROKERAGE SERVICES, INC.
March 12, 2015 - November 7, 2016
CUNA BROKERAGE SERVICES, INC.
April 16, 2014 - February 6, 2015
OV CAPITAL
June 1, 2009 - March 1, 2010
ALLSTATE FINANCIAL SERVICES, LLC
September 10, 2008 - June 26, 2009
OV CAPITAL
February 14, 2007 - September 5, 2008
BAY CAPITAL ADVISORS, LLC
August 11, 2005 - February 12, 2007
FERRIS, BAKER WATTS, LLC
April 2, 2002 - February 12, 2007
FERRIS, BAKER WATTS, LLC
May 26, 2000 - October 24, 2001
TRUIST INVESTMENT SERVICES, INC.
June 11, 1999 - May 26, 2000
CRESTAR SECURITIES CORPORATION
April 5, 1999 - May 11, 1999
FIRST UNION BROKERAGE SERVICES, INC.
July 16, 1998 - February 26, 1999
FIRST UNION CAPITAL MARKETS CORP.
Primary Firm SEC Registration
TD PRIVATE CLIENT WEALTH LLC
CRD#: 164484 / SEC#: 801-77771, 8-69105
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/15/2026)
(1/15/2026)
(1/15/2026)
(1/16/2026)
(1/6/2026)
(1/6/2026)
Exams
Series 6TO
Date: 6/27/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
TD PRIVATE CLIENT WEALTH LLC
CRD#: 164484 / SEC#: 801-77771, 8-69105
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 25,697 |
| AUM (Assets Under Management) | $ 8,255,945,350 |
Disclosures
| Regulatory Event | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/30/2025 | ||
| 09/27/2024 | ||
| 06/27/2023 |
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.
