Burford Brothers, Inc.

Daniel Raggio is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for ten years at J.P. Morgan Securities and J.P. Morgan Chase Bank. He earned an MBA from Southern Methodist University. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, charitable organizations, and other entities, offering asset management, financial consulting, retirement plan advisory, and third-party money manager selection. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and includes a multi-family office division for ultra-high-net-worth families.

Craig Caudle is a financial advisor with Burford Brothers, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets, II Technology, and LEE Financial Company. Outside of his advisory work, he serves as a director for Spirit in Brad, Inc., a charitable organization. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations, offering asset management, financial consulting, retirement plan advisory, and multi-family office services. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory and utilizes third-party platforms and managers to implement diversified investment strategies tailored to client objectives.

Corbin Caudle is a financial advisor at Burford Brothers, Inc. with a Series 65 credential and one year of industry experience. He has held roles at Burford Caudle Family Capital and Lee Financial, and has been associated with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2017. Outside of advisory work, he provides bookkeeping services for a family-owned commercial office leasing business. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial consulting, retirement plan advisory, and a multi-family office division, employing a range of investment strategies tailored to client objectives and risk tolerances.

Charles Burford is a CFA® charterholder with 35 years of experience in the financial industry. He has worked at Hilltop Securities Independent Network, Inc. for 24 years and has been with Burford Brothers, Inc. since 1984. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, charitable organizations, and other entities by providing asset management, financial consulting, retirement plan advisory, and third-party money manager selection. The firm also operates a multi-family office division for ultra-high-net-worth families and employs a combination of fundamental and technical analysis alongside modern portfolio theory to tailor investment strategies to client objectives.

Holly Lansidel is a CFP® and holds a Series 65 license, with four years of experience in the financial industry. She has been with Burford Brothers, Inc. since 2021. Prior to joining Burford Brothers, her background includes roles at Forget Me Not, A Table, and APR Consulting, among others. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, charitable organizations, and other entities. The firm offers discretionary and non-discretionary asset management, financial consulting, retirement plan advisory, and multi-family office services, using a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client objectives and risk tolerances.

Charles Burford is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hilltop Securities Independent Network Inc. He is also an independent insurance agent involved in insurance sales. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations, offering asset management, financial consulting, retirement plan advisory, and family office services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and employs a range of investment vehicles and third-party money managers.