David A. Burd

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CRD#: 852886

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Allen Burd, CFP® was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1978. David had worked at 5 firms and has passed the Series 65, Series 63, Series 15, Series 3, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 1987

Experience

Past

January 20, 2005 - June 1, 2022

TGS FINANCIAL ADVISORS

RIA

CRD#: 107289

RADNOR, PA

Past

October 3, 1991 - December 31, 2004

TGS FINANCIAL ADVISORS

RIA

CRD#: 107289

MEDIA, PA

Past

February 16, 1990 - July 3, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

RADNOR, PA

Past

March 24, 1982 - March 6, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

June 1, 1979 - March 30, 1982

BUTCHER & SINGER INC.

CRD#: 6517

Past

June 1, 1978 - June 14, 1979

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

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".

TGS FINANCIAL ADVISORS

PROFESSIONAL FINANCIAL ADVISORS INC | TGS FINANCIAL ADVISORS

CRD#: 107289 / SEC#: 801-38963

RIA

Registered Investment Advisory firm - (6/7/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 2/7/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 15

Date: 2/10/1984

Foreign Currency Options Examination

General Industry/Product Exam

Series 3

Date: 10/5/1983

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/20/1978

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 12/19/2007

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/10/2000

General Securities Principal Examination

Current Firm

TGS FINANCIAL ADVISORS

PROFESSIONAL FINANCIAL ADVISORS INC | TGS FINANCIAL ADVISORS

CRD#: 107289 / SEC#: 801-38963

RIA

Registered Investment Advisory firm - (6/7/1991 Approved)

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Contact information

Main Address

100 W. Matsonford Road Building 3, Suite 304, Radnor, PA 19087

Mailing Address

Phone number

(610) 892-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A WRAP FEE BROCHURE (9/5/2025)

PART 2A BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	1,125
AUM (Assets Under Management)	$ 359,389,701

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/05/2025	Cover Page	Report
08/29/2024	Cover Page	Report
10/27/2023	Cover Page	Report
12/29/2022	Cover Page	Report

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

David A. Burd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TGS FINANCIAL ADVISORS

RAYMOND JAMES FINANCIAL SERVICES, INC.

LEHMAN BROTHERS INC.

BUTCHER & SINGER INC.

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

TGS FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/1991

Series 63

Date: 7/30/1979

Series 15

Date: 2/10/1984

Series 3

Date: 10/5/1983

Series 7

Date: 5/20/1978

Series 51

Date: 12/19/2007

Series 24

Date: 7/10/2000

Current Firm

TGS FINANCIAL ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TGS FINANCIAL ADVISORS

TRUST BUT VERIFY

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