RBC Capital Markets
46yrs
Top advisor by experience in Vienna
21yrs
Brian Bourdon
Financial advisor at TD Private Client Wealth
Brian Bourdon has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Vienna, Virginia. After a year at Wells Fargo Advisors and a year at Truist Advisory Services, Brian joined TD Private Client Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 618 advisors with offices in Vienna, and one of 595 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 22% by experience at TD Private Client Wealth
Office1919 Gallows Road 2nd Floor, Vienna, VA 22182
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowTD Private Client Wealth LLCCurrent firm
- Jun 2024 – Oct 2025Wells Fargo Clearing Services, LLCPreviously
- Jun 2022 – Oct 2023Truist Advisory Services, Inc.Previously
- 2020 – 2022Wells Fargo Clearing Services, LLCPreviously
- Apr 2019 – Dec 2019Eagle Strategies LLCPreviously
- Sep 2018 – Dec 2018Bridgemark Wealth ManagementPreviously
- Jan 2017 – Mar 2018Scottrade Investment ManagementPreviously
- Mar 2015 – Nov 2016Cuna Brokerage Services, Inc.Previously
Earlier career (4 more)
- Apr 2014 – Feb 2015OV CapitalPreviously
- Sep 2008 – Jun 2009OV CapitalPreviously
- Feb 2007 – Sep 2008Bay Capital Advisors, LLCPreviously
- Aug 2005 – Feb 2007Ferris, Baker Watts, LLCPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call TD Private Client Wealth at 877-703-9896 and ask for Brian Bourdon. Brian works from the Vienna, VA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2005, about 21 years. Top 22% by experience at TD Private Client Wealth.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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