Charles S. Burford

BURFORD BROTHERS

Dallas, TX 75205

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CRD#: 5958171

Professional summary

Charles Scott Burford, CFP®, who also goes by Charles Scott Burford Jr, Charlie 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 2013. Charles has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Scott Burford Jr | Charlie 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.

Burford Brothers Insurance, non investment-related,7001 PRESTON ROAD SUITE 405 DALLAS, TX 75205 United States, Insurance Sales, Independent Agent, 01/01/2020, 25 hrs/month, sell insurance

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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 3, 2020 - Present

BURFORD BROTHERS, INC.

Office #1: 7001 Preston Road Suite 405, Dallas, TX 75205

RIA

CRD#: 306574

Dallas, TX

Past

October 2, 2017 - January 31, 2020

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

DALLAS, TX

Past

August 2, 2013 - January 31, 2020

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

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".

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
(10/18/2022)

IAR

Texas
(1/3/2020)

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: 10/2/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/9/2013

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: 8/1/2013

General Securities Representative Examination

Current Firm

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

SEC notice filing (2 States and Territories)

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)

FORM ADV PART 2A - FIRM BROCHURE - BURFORD BROTHERS, INC. (2/18/2025)

Regulatory assets under management

Total Number of Accounts	749
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.

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Firm Stability Insights

Charles S. Burford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Scott Burford's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

Primary Firm SEC Registration

BURFORD BROTHERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2017

Series 63

Date: 8/9/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2013

Current Firm

BURFORD BROTHERS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURFORD BROTHERS, INC.

TRUST BUT VERIFY

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