Bradley
Burr

Ashton Thomas Private Wealth

CRD#1264964
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Bradley Burr is a certified financial planner working out of Scottsdale, Arizona with a total of 4 years of relevant experience. Burr is on the advisory team at Ashton Thomas Private Wealth. Over the course of their career, they have held roles at Sagepoint Financial, Inc, Ashton Thomas Private Wealth, LLC, Ashton Thomas Insurance Agency, Lovitt & Touche and M.S. Howells & Co. Burr holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Ashton Thomas Private Wealth is a firm headquartered in Scottsdale, AZ. The company has offices in 16 locations and a total of 48 employees. It handles $2 billion in assets among its 4,533 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 4,533 accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Ashton Thomas Private Wealth performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Ashton Thomas Private Wealth can consist of any combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

15279 N Scottsdale Road Suite B2-215
Scottsdale, AZ 85254

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,003,187,684

AZ Average: $1,555,372,352
Total Number of Employees

48

AZ Average: 37
Total Number of Accounts

4,533

AZ Average: 1,370
Average Account Size

$441,912

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Bradley Burr Work History

Bradley has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ashton Thomas Private Wealth, LLC

2019 - Present (5 years)

Ashton Thomas Insurance Agency

2019 - Present (5 years)

M.S. Howells & Co

2009 - 2017 (8 years)

Sagepoint Financial, Inc

2006 - 2019 (13 years)

Lovitt & Touche

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Burr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ashton Thomas Private Wealth

Christina Cicon
Helena, MT
Jason Buchanan
Scottsdale, AZ
Richard Garber
Saint Helena, CA
Rebecca Dammann
Bozeman, MT
William Cerynik
Scottsdale, AZ
Wills Marcello
Scottsdale, AZ
Julie Olander
Bozeman, MT
Cade Hammarquist
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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