Holly Luann Lansidel
Investment adviser representative at Burford Brothers, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$440.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Burford Brothers, Inc.Jan 2021 to now
- Forget Me NotDec 2020 to Jan 2021
- A TableJun 2020 to Jan 2021
- Apr ConsultingJun 2019 to Aug 2019
- Le Gourmet BakingFeb 2019 to Jan 2021
- StudentSep 2018 to May 2019
- Capitol PubJun 2018 to Aug 2018
- Health FitnessJun 2018 to Aug 2018
- Southern Methodist UniversityAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Burford Brothers, Inc.
$440.2MAssets managed
234Clients
7Advisers
6 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
- 7396286
- Firm CRD
- 306574