Lon
Burford

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#713516
Investment Advisor
in Sacramento, CA
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About this Advisor

Lon Burford is a certified financial planner who is based in Sacramento, California. Currently a registered investment advisor with Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Burford has an impressive 29 years of professional experience in the financial advisory industry. Burford has a Series 63 license, qualifying the advisor as a securities broker. Burford is able to work with investors based out of California and Texas. Their career trajectory has included roles at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Royal Alliance Associates, Inc and Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is headquartered in Sacramento, California, and operates out of two other brick-and-mortar locations throughout the country. As a company, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC manages $2 billion in assets throughout 2,520 accounts and retains 26 staff members. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 2,471 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 14% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1515 Response Rd
Sacramento, CA 95815

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Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC Brokerage Details

Total Assets Under Management

$1,964,890,341

CA Average: $7,578,581,321
Total Number of Employees

29

CA Average: 43
Total Number of Accounts

2,654

CA Average: 3,727
Average Account Size

$740,351

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Lon Burford Work History

Lon has 29 years of experience.

2012 - Present (7 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

1990 - Present (29 years)

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc

1989 - Present (30 years)

Royal Alliance Associates, Inc

Disclosures

Lon Burford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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