Charles Bryan Burguieres

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 11/2024
  Pruco Securities, Llc.
  Bethesda, MD
• 06/2014 → 06/2017
  Kelloggs
  Greensboro, NC
• 06/2017 → 08/2017
  O. Henry Hotel
  Greensboro, NC
• 06/2017 → 08/2017
  Budd Group
  Greensboro, NC
• 06/2018 → Present
  Pm Group Hospitality
  North Bethesda, MD
• 08/2017 → 06/2018
  Coker College
  Hartsville, SC
• 04/2019 → Present
  Prudential Insurance Company Of America
  Bethesda, MD
• 11/2024 → Present
  Lpl Enterprise, Llc
  North Bethesda, MD

Previous Registrations

• 2019-04-04 → 2024-11-14
  Pruco Securities, Llc.
  North Bethesda, MD

Other Businesses

1) 02/26/2025-Platinum Point Financial-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 05/08/2024-160hrs/mth-1hrs/mth during trading 2) 02/26/2025-Platinum Point Financial-Property and Casualty-Inv related-At Nashville, TN-Start date 07/17/2024-160hrs/mth-1hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2019-04-04

Other Names

• Charles Bryan Burguieres
• Charles Burguieres
• Charles Bryan Burguieres