BB
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Bryan Burtsfield

24 Years of Experience
Orange, TX
Broker

Bryan Burtsfield is a registered investment advisor at Wells Fargo Advisors, based in Orange, TX, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1508 W Park Ave, Orange, TX, 77630

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan has power of attorney for his spouse and sister, and is a co-trustee for Cowling & Burtsfield Wealth Mgmt, LLC 401K. He also owns 50% of River Trust Capital Management, LLC, dedicating full-time hours to the firm, and owns rental property through Burtsfield Enterprises, LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2012 - Present · 13 yrs 6 mos
Wells Fargo Advisors
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - November 2012 · 4 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2012 · 4 yrs 10 mos
A. G. Edwards & Sons, INC.
March 2002 - January 2008 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
January 2002 - January 2008 · 6 yrs
U.S. Bancorp Investments, INC.Broker
December 2001 - February 2002 · 2 mos
Firstar Investment Services,inc.Broker
August 2001 - December 2001 · 4 mos
State Registrations22 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bryan Burtsfield - Financial Advisor | TrueAdvisor