Brent Burr has been Owner & Chief Compliance Officer of Burr Financial Services since August 2022, is a control person of the firm and directly owns between 50% and 75% of it.
Burr Financial Services, LLC is a firm with $138M under management, 159 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Brent Burr’s longest registration was 10 years at Independent Financial Group, LLC (2012–2022). Before joining Burr Financial Services in 2022, Brent Burr was registered through Independent Financial Group, LLC and Woodbury Financial Services, Inc.
- Burr Financial Services, LLCCurrent– present · 4 yearsSparks, NV · Adviser representative · Firm CRD 323114
- Independent Financial Group, LLC– · 10 yearsPleasant Hill, CA · Adviser representative · Firm CRD 7717
- Woodbury Financial Services, Inc.– · 3 yearsPleasant Hill, CA · Adviser representative · Firm CRD 421
- H.D. Vest Advisory Services, Inc– · 6 yearsConcord, CA · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Brent Burr is registered as an investment adviser representative in 3 states. The first approvals date from September 2022; the most recent is Nevada, in November 2025.
- CaliforniaSince 30 September 2022
- NevadaSince 3 November 2025
- TexasSince 29 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 December 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 28 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 September 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 September 1993 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brent Gaylon Burr
- CRD
- 2358166
- Firm
- Burr Financial Services · CRD 323114
- Role
- Owner & Chief Compliance Officer
- Office
- Sparks, NV
- Registration
- Investment adviser registration
- In the industry since
- October 1993
- Disciplinary history
- Not yet shown here · SEC record
Where does Brent Burr work?
Brent Burr has been Owner & Chief Compliance Officer of Burr Financial Services, LLC since August 2022, and is a control person of the firm.
Is Brent Burr a financial advisor?
Yes. Brent Burr has a current investment-adviser registration in California, Nevada and Texas, through Burr Financial Services since September 2022.
How many years of experience does Brent Burr have?
Brent Burr has 33 years in the financial industry, since October 1993, across 4 adviser firms.
What exams has Brent Burr passed?
Brent Burr has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in September 1993. FINRA credited Brent Burr with the SIE, which began in October 2018.
Where did Brent Burr work before Burr Financial Services?
Before Burr Financial Services, Brent Burr was registered through Woodbury Financial Services, Inc., December 2008 to March 2012; H.D. Vest Advisory Services, Inc, May 2002 to December 2008.
Where is Brent Burr based?
Brent Burr’s registered office is in Sparks, NV.
Is Brent Burr registered with FINRA?
No. Brent Burr has no current broker registration.
How can I verify Brent Burr’s record?
Search CRD 2358166 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brent Burr’s full registration record.