Brian Burman has been an investment adviser representative at Expand Financial Group since May 2019, and is not listed among the firm’s executive officers or direct owners.
Expand Financial Group, LLC is a firm with $113M under management, 320 clients and 6 advisers across 6 offices, as of its May 2026 filing.
- Expand Financial Group, LLCCurrent– present · 7 yearsPeoria, AZ · Adviser representative · Firm CRD 293160
Investment adviser representative registrations
Brian Burman is registered as an investment adviser representative in 6 states. The first approvals date from May 2019; the most recent is Oregon, in July 2026.
- ArizonaSince 6 March 2023
- CaliforniaSince 29 May 2019
- FloridaSince 5 March 2024
- MontanaSince 4 January 2023
- OregonSince 14 July 2026
- TexasSince 6 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Wayne Burman
- CRD
- 7084026
- Firm
- Expand Financial Group · CRD 293160
- Office
- Peoria, AZ
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Burman work?
Brian Burman is an investment adviser representative registered through Expand Financial Group, LLC since May 2019, and is not listed among the firm’s executive officers or direct owners.
Is Brian Burman a financial advisor?
Yes. Brian Burman has a current investment-adviser registration in Arizona, California, Florida, Montana, Oregon and Texas, through Expand Financial Group since May 2019.
How many years of experience does Brian Burman have?
Brian Burman has 7 years in the financial industry, since May 2019, across 1 adviser firm.
What exams has Brian Burman passed?
Brian Burman passed the Series 65 in May 2019.
Where is Brian Burman based?
Brian Burman’s registered office is in Peoria, AZ.
Is Brian Burman registered with FINRA?
No. Brian Burman has no current broker registration.
How can I verify Brian Burman’s record?
Search CRD 7084026 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Burman’s full registration record.