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Tye Lloyd Burgess

LRB Public Finance Advisors, Inc.

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About Tye Lloyd Burgess

Tye Lloyd Burgess is a financial advisor with over 25 years of experience in the industry. Currently, Tye works with LRB Public Finance Advisors, Inc. Tye has a wide range of experience, having worked with several other firms, including RBC Capital Markets, LLC, Wells Fargo Securities, LLC, Wells Fargo Brokerage Services, L.L.C., First Security Van Kasper, Inc., First Security Capital Markets, Inc. and First Security Investor Services, Inc. Tye holds a Series 7, Series 52, Series 53, Series 50 and Series 63 license.

Firm Information

Tye Burgess is currently registered with LRB Public Finance Advisors, Inc.. LRB Public Finance Advisors, Inc. is a corporation formed in 1995 and is headquartered in Arizona. The firm is registered with the SEC and in 12 states, including California, Colorado, Hawaii, Idaho, Montana, Nevada, Oregon, Utah, Virginia, Washington, and Wyoming. The firm has one regulatory event disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

5

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.

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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Tye Burgess’s Registration & Firm History

UT

12/08/2023 - Present

LRB Public Finance Advisors, Inc. (SALT LAKE CITY UT)

AZ

07/11/2018 - 11/29/2023

RBC CAPITAL MARKETS, LLC (PHOENIX AZ)

AZ

11/06/2009 - 05/08/2018

WELLS FARGO SECURITIES, LLC (PHOENIX AZ)

AZ

10/26/2000 - 11/06/2009

WELLS FARGO BROKERAGE SERVICES, L.L.C. (PHOENIX AZ)

CA

07/01/1999 - 12/20/2000

FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)

UT

02/20/1998 - 07/01/1999

FIRST SECURITY CAPITAL MARKETS, INC. (SALT LAKE CITY UT)

UT

11/24/1997 - 01/21/1998

FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 12/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2018

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 11/21/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/09/1995

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tye Lloyd Burgess.
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