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Ryan Burgess

Blue Oaks Financial, LLC

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About Ryan Burgess

Ryan Burgess is a financial advisor registered with the state of California. Ryan works with individuals and offers financial planning and portfolio management services through Blue Oaks Financial, LLC. Ryan has experience with several financial firms, including Parkland Securities, LLC, Princor Financial Services Corporation, and Wells Fargo Advisors, LLC. Ryan is also a Certified Financial Planner.

Firm Information

Ryan Burgess is currently registered with Blue Oaks Financial, LLC. Blue Oaks Financial, LLC is an investment advisor with 1 investment adviser representative and 1 investment advisory function. The firm manages approximately $5,234,270 in assets for 24 clients, primarily individuals other than high-net-worth individuals. The firm offers financial planning, portfolio management for individuals, online courses, and educational seminars.

$5.23M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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online courses

Online courses

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ryan Burgess’s Registration & Firm History

CA

05/01/2020 - Present

Blue Oaks Financial, LLC (ROCKLIN CA)

CA

03/11/2016 - 05/08/2018

PARKLAND SECURITIES, LLC (Roseville CA)

CA

08/03/2015 - 03/09/2016

PRINCOR FINANCIAL SERVICES CORPORATION (Roseville CA)

CA

03/06/2014 - 06/02/2015

QUESTAR CAPITAL CORPORATION (ROCKLIN CA)

CA

09/24/2012 - 03/11/2014

WELLS FARGO ADVISORS, LLC (EL DORADO HILLS CA)

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Licenses & Designations

BOTH

Issued 10/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Burgess.
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