Meet the Team - Anna Burdine

From broker dealers to registered investment advisory

Anna’s career spans multiple roles across the compliance landscape at several broker dealers. Previously, she was a Supervision Administration Analyst at Osaic Wealth Management where she supported several Offices of Supervisory Jurisdictions by managing supervision items. Most recently, Anna worked as a Supervisory Principal on the Advisor Review Team at LPL Financial, conducting due diligence reviews on prospective representatives of LPL Financial where she held her Series 7 and 24 licenses. Through these experiences, she has developed a deep understanding of regulatory compliance that she is excited to translate to RIA’s.

A Commitment to Excellence

Anna joins True West with a strong desire to help clients navigate the complex regulatory landscape of the financial industry. Her commitment to precision, integrity, and client service is a natural fit for True West’s mission to prioritize value, people, and tackle every challenge head-on.

With Anna on board, clients can count on a trusted partner who brings both experience and a people-first approach — someone who’s not only knowledgeable but truly invested in their success.

This introduction is just one of the many ways True West Consulting showcases the exceptional professionals who make us a trusted partner in compliance and financial services.

Stay tuned as we continue highlighting the experienced professionals behind True West’s proactive approach to compliance, cybersecurity, and operational excellence.