Brian
Bourdon
Truist Advisory Services, Inc
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About this Advisor
Brian Bourdon is a financial advisor working out of Mc Lean, Virginia with 1 year of industry experience. Bourdon works at Truist Advisory Services, Inc. During their career, Bourdon has held roles at Omnia Vincet Capital Management, Llp, Cuna Mutual Group, Cuna Brokerage Services, Inc, Scottrade, Inc, Extended Travel - None, Nylife Securities LLC, Bridgemark Wealth Management, Bluepoint Financial, LLC, Eagle Strategies LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Truist Advisory Services, Inc and Truist Investment Services, Inc. Bourdon maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Truist Advisory Services, Inc is an advisory firm that has its headquarters in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 people on staff. It oversees $53 billion in assets across its 125,600 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 125,600 client accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets. The business has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fee schedules usually vary depending on the services offered. However, fee types billed by Truist Advisory Services, Inc likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Brian Bourdon Work History
Brian has been registered as a financial advisor for 1 years.*
Truist Advisory Services, Inc
Truist Investment Services, Inc
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Nylife Securities LLC
Bluepoint Financial, LLC
Eagle Strategies LLC
Extended Travel - None
Bridgemark Wealth Management
Scottrade, Inc
Cuna Mutual Group
Cuna Brokerage Services, Inc
Omnia Vincet Capital Management, Llp
*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 Brian Bourdon 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 Truist Advisory Services, Inc
Atlanta, GA
Rising Sun, MD
Williamsburg, VA
Myrtle Beach, SC
Durham, NC
Richmond, VA
Chevy Chase, MD
Houston, TX
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.
