Phillip Alan Burruel
Professional Summary
Phillip Alan Burruel, who also goes by Phil Burruel, is a registered financial advisor currently at DAVIMAN FINANCIAL, LLC located in Henderson, Nevada. Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Phillip has worked at 3 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Phillip Alan Burruel, Phil Burruel
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DAVIMAN FINANCIAL, LLC | LAUNCH RETIREMENT LLC | DAVIMAN INSTITUTIONAL
Contact Information
Main Address
Noblesville, INMailing Address
11650 Olio Rd. Suite 1000-286, Fishers, IN 46037Phone Number
(317) 207-0175# of Employees
6SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
579AUM (Assets Under Management)
$233,930,979Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DAVIMAN FINANCIAL, LLC | LAUNCH RETIREMENT LLC | DAVIMAN INSTITUTIONAL
State Registrations and Notice Filings
(7/1/2026)
(7/1/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2002About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Apr 2003About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Phillip Alan Burruel's CRS (Customer Relationship Summary).
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