BF
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
50 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$73.0M
Fee Structure
This brochure supplement does not contain any fee information. Refer to Burgeon Capital's disclosure brochure for fee details.
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Advisor Information
Office location
Midland, TX
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a partner at Fralin Management, LP, a business consulting practice, dedicating a few hours per week. He is also an agent for Mass Mutual selling insurance products and owns rental real estate property, each taking minimal time.
Employment History
Current Registrations
Burgeon Capital
March 2012 - Present · 13 yrs 10 mos
Previous Registrations
Carter Advisory Services, INC
March 2010 - March 2012 · 2 yrs
Raymond James Financial Services Advisors, INC
January 2009 - March 2012 · 3 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.