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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Burwell is a financial advisor currently registered with Prime Capital Financial, based in Overland Park, Kansas. Brian has been in the financial industry since 2004 and holds several licenses and certifications, including Series 7, 6, 22, 63, and 65. Brian has worked with several firms over the years, including Private Client Services, LLC, Cambridge Investment Research, Inc., and The O.N. Equity Sales Company. Brian specializes in providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and pooled investment vehicles. Brian is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/16/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
04/25/2018 - 12/10/2018
PRIVATE CLIENT SERVICES, LLC (Overland Park KS)
KS
07/16/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
11/10/2004 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
IA
Issued 03/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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