At True West we take pride in the diverse backgrounds and unique expertise that our team members bring. We are excited to introduce Anna Burdine, an Associate with five years of experience in the financial services industry and a passion for compliance.
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.
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.