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Bradley Brien Burr

Ashton Thomas Private Wealth

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About Bradley Brien Burr

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.

Firm Information

Bradley Burr is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Burr’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Brien Burr.
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