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Bryan Danny Mcdermott

Investment adviser representative at Pure Financial Advisors, LLC
13 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

13 years in the industry.

  1. Pure Financial Advisors, LLCMar 2026 to now
  2. Financial Planning for Generations, IncSep 2023 to Feb 2026
  3. D.A. Davidson CompaniesJan 2023 to Sep 2023
  4. Goldman SachsJun 2022 to Aug 2022
  5. Magnus Care, LLCMay 2017 to Dec 2022
  6. First Foundation BankMar 2017 to Jun 2018
  7. One West BankApr 2013 to Feb 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7583378
Firm CRD
144316
Advisor's SEC record (opens in a new tab)
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