Advisor at Burr Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Burr Financial Services, LLC
Location
Oxnard, CA
Credentials
Series 63, Series 65
Industry experience
5 years
Ryan Wood is a financial advisor at Burr Financial Services, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UnionBanc Investment Services and MUFG Union Bank N.A. Wood also works as an independent contractor selling life and long-term care insurance. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates, employing a multi-method investment process and tailored portfolio management.
Based on Burr Financial Services, LLC
2.00% annually
Oxnard, CA
California · Texas
Burr Financial Services, LLC
2022 - Present (4 years)
Independent Financial Group, LLC
2022 - 2022 (1 year)
UnionBanc Investment Services
2021 - 2022 (1 year)
24Hour Fitness
2018 - 2020 (2 years)
MUFG Union Bank N.A.
2018 - 2022 (4 years)
Allied Cash Advance
2018 - 2018 (1 year)
Wells Fargo Bank N.A.
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Santa Rosa Valley, CA
Opes MVB Capital, LLC
Series 63
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Contemporary Planning Alternatives
Series 63, Series 66
Ventura, CA
Bankers Investment Counseling
CFP®, ChFC®
Newbury Park, CA
Hewitt Wealth Management Inc.
CFP®
Newbury Park, CA
Buff Your Finances
It's my mission to make sure that all streamers learn how to run their businesses and manage their personal finances. I want to help you transition from an accidental business owner to someone who acts with intention and knowledge. Most of us weren't taught those skills in school. I see so much potential in all of you and I don't want something as manageable as taxes get in your way. I couldn't find any traditional planning firms working with streamers so I went out and started my own. I have always had an obsession with video games. WoW basically consumed my college life. When I moved halfway across the country for a new job I found my friends in the StarCraft club at work. I watch professional DotA 2 and StarCraft whenever I can. My current addiction is Rimworld. For the credentials: I'm a CERTIFIED FINANCIAL PLANNER™ Professional and have my MBA in personal financial planning. Additionally, I write for StreamerSquare as well as my own blog.
Series 65, Series 66
Camarillo, CA
Kingsgrove Management, LLC
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