Ryan Gregory Wood
Investment adviser representative at Burr Financial Services, LLC
9 yearsExperience
2 statesRegistered in
$138.1MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Burr Financial Services, LLCSep 2022 to now
- Independent Financial Group, LLCFeb 2022 to Sep 2022
- Unionbanc Investment ServicesFeb 2021 to Feb 2022
- 24hour FitnessSep 2018 to Feb 2020
- Mufg Union Bank N.A.Aug 2018 to Feb 2022
- Allied Cash AdvanceJul 2018 to Aug 2018
- Wells Fargo Bank N.A.Sep 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Burr Financial Services, LLC
$138.1MAssets managed
159Clients
3Advisers
4 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
- 7333458
- Firm CRD
- 323114