Ryan
Burgess

Blue Oaks Financial, LLC

CRD#5483482
Investment Advisor
in Rocklin, CA

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About this Advisor

Ryan Burgess is a certified financial planner who works out of Rocklin, California, with 3 years of relevant experience. Burgess works at Blue Oaks Financial, LLC. The advisor has gained experience at Wells Fargo Advisors, LLC, Questar Capital Corporation, Questar Asset Management, Principal Life Insurance Company, Princor Financial Services Corporation, Parkland Securities, LLC, Spc, Blue Oaks Investment Advisers LLC, Clc Inc, Fisher Investments and Blue Oaks Financial, LLC. Burgess holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California. Blue Oaks Financial, LLC is an advisory company operating in Rocklin, California.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Office Location

5716 Lonetree Blvd Suite 2
Rocklin, CA 95765

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Ryan Burgess Work History

Ryan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Blue Oaks Financial, LLC

2019 - 2020 (1 year)

Fisher Investments

2018 - 2019 (1 year)

Blue Oaks Investment Advisers LLC

2016 - 2018 (2 years)

Parkland Securities, LLC

2016 - 2018 (2 years)

Spc

2016 - 2019 (3 years)

Clc Inc

2015 - 2016 (1 year)

Principal Life Insurance Company

2015 - 2016 (1 year)

Princor Financial Services Corporation

2014 - 2015 (1 year)

Questar Capital Corporation

2014 - 2015 (1 year)

Questar Asset Management

2012 - 2014 (2 years)

Wells Fargo Advisors, LLC

*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 Ryan Burgess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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