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Daniel B

Series 63, Series 66

Newberg, OR

BMA Advisors, LLC

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

Active portfolio management Options & derivatives strategies
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Brian S

Series 63, Series 65

Indio, CA

BMA Advisors, LLC

Brian Stead is a financial advisor at BMA Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Broxton Capital Advisors for 10 years before joining BMA Advisors in 2023. BMA Advisors, LLC provides discretionary investment management for individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on portfolios composed exclusively of publicly traded securities with an emphasis on growth and income. The firm employs an active, value-disciplined investment approach using quantitative screening and a proprietary scoring system to identify undervalued opportunities.

Active portfolio management Options & derivatives strategies
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Glenn A

Series 63, Series 65, Series 66

Indio, CA

BMA Advisors, LLC

Glenn Andrews is a financial advisor at BMA Advisors, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with BMA Advisors since 2009. BMA Advisors, LLC provides discretionary investment management for individuals, trusts, retirement accounts, corporations, charities, and institutions. The firm employs an active, value-disciplined approach focusing on domestic and select international equities, ETFs, government securities, and mutual funds, using quantitative screening and a proprietary scoring system to identify undervalued opportunities.

Active portfolio management Options & derivatives strategies
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