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Burton Blayne Brown

Investment Adviser Representative at TCFG INVESTMENT ADVISORS, LLC

San Clemente, CACRD #5180421Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Burton Blayne Brown has worked in the securities industry since 2007. They are registered to provide investment advisory services in California and North Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaNorth Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/8/2026
Series 66
Uniform Combined State Law Examination
Passed 11/22/2006
SIE
Securities Industry Essentials Examination
Passed 12/31/2016
Series 7
General Securities Representative Examination
Passed 11/13/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/24/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $249,9992.00%
$250,000 to $499,9991.75%
$500,000 to $1,000,0001.50%
$1,000,000 and up1.00%
Source

TCFG Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TCFG WEALTH MANAGEMENT, LLCCurrent
5/29/2025San Clemente, CA
TCFG INVESTMENT ADVISORS, LLCCurrent
1/3/2025San Clemente, CA
COMPOUND PLANNING
1/18/20221/8/2025New York, NY
ATOMI FINANCIAL ADVISORS
11/18/201412/31/2021Irvine, CA
COURTLANDT WEALTH MANAGEMENT
3/27/201412/31/2014Irvine, CA
LPL FINANCIAL LLC
11/30/20129/4/2013Irvine, CA
EDWARD JONES
11/29/200611/29/2012San Clemente, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Burton Blayne Brown has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Burton Blayne Brown - Financial Advisor in San Clemente, CA | AdvisorFinder