Davis B. Bourland

AKG FINANCIAL GROUP

Fort Worth, TX

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CRD#: 5634215

Professional summary

Davis Bradley Bourland, who also goes by Brad Bourland, is a registered financial advisor currently at AKG FINANCIAL GROUP located in Fort Worth, Texas.

Davis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Davis has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Bourland

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) Virtuoso; 777 Main St #900, Fort Worth, TX 76102; Non-investment related; Luxury Leisure Travel Company; Chief Operating Officer; Start Date: May 2021; 160+ Hours per Month; During Market hours: Varies; Supports the Virtuoso senior leadership team in delivering the company's vision and ensures progressive operational practices are in place to guide global growth. 2) University of a North Texas Foundation; 801 N Texas Blvd., Ste. 149, Denton, TX 76203; Volunteer; Board of Directors; Member of the Investment Committee; Start date: 2 Hours/ Month; During Market hours: Varies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davis Bradley Bourland's 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

October 19, 2021 - Present

AKG FINANCIAL GROUP

RIA

CRD#: 316548

Fort Worth, TX

Past

May 6, 2009 - September 9, 2021

DIESSLIN GROUP, INC.

RIA

CRD#: 110557

FORT WORTH, TX

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

Texas
(10/19/2021)

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 65

Date: 5/4/2009

Uniform Investment Adviser Law Examination

Current Firm

AKG FINANCIAL GROUP

AKG FINANCIAL GROUP | AKG FINANCIAL, LLC | AKG FINANCIAL LLC

CRD#: 316548 / SEC#:

Texas

Registered Investment Advisory firm - (10/19/2021 Approved)

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Contact information

Main Address

Fort Worth, TX

Mailing Address

P.o. Box 471008, Forth Worth, TX 76147

Phone number

(817) 305-2988

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 79,439,127

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Davis B. Bourland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davis Bradley Bourland's CRS (Customer Relationship Summary).

Certified licenses

Experience

AKG FINANCIAL GROUP

DIESSLIN GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2009

Current Firm

AKG FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AKG FINANCIAL GROUP

TRUST BUT VERIFY

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