Unclaimed
Bradley Burr is a wealth advisor associated with Ashton Thomas Private Wealth and has been in the industry since 1984. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional with experience in investment advisory services, portfolio management and insurance sales. Bradley is registered with the state of Arizona and is a Series 65 and 63 holder. Bradley is also licensed to provide investment advice to individuals, charitable organizations, businesses, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
AZ
12/20/2019 - Present
Ashton Thomas Private Wealth (SCOTTSDALE AZ)
AZ
12/18/2019 - 12/31/2022
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
10/31/2008 - 12/31/2017
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
02/01/2007 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TEMPE AZ)
AZ
06/27/2005 - 01/16/2007
CUE FINANCIAL GROUP, INC. (CAREFREE AZ)
AZ
06/25/2004 - 12/31/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CT
10/10/2003 - 12/16/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IL
10/20/2000 - 09/23/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
MD
09/20/1985 - 10/06/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
06/21/1984 - 04/25/1985
RAUSCHER PIERCE REFSNES, INC.
IA
Issued 05/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1986
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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