Ryan Burgess
Investment adviser representative at Pure Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Pure Financial Advisors, LLCDec 2024 to now
- Blue Oaks Financial, LLCApr 2020 to Dec 2024
- Fisher InvestmentsNov 2019 to Mar 2020
- Blue Oaks Investment Advisers LLCApr 2018 to Nov 2019
- Clc IncorporatedMar 2016 to Oct 2019
- Parkland Securities, LLCMar 2016 to Apr 2018
- SpcMar 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 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
- 5483482
- Firm CRD
- 144316