Phillip Alan Burruel
Investment adviser representative at Daviman Financial, LLC
14 yearsExperience
2 statesRegistered in
$233.9MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Daviman Financial, LLCJul 2026 to now
- Central ChurchJun 2012 to now
- Retire Smart, LLCAug 2024 to Feb 2025
- Smart Wealth, LLCAug 2024 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IN, NV).
Daviman Financial, LLC
$233.9MAssets managed
256Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4531852
- Firm CRD
- 285030