Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
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About this Advisor
Scott Thomas is a certified financial planner based in Sacramento, California, who has been in the industry for 18 years. Thomas is an advisor for Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC. Over the course of their career, they have held roles at Thomas & Barrientos Financial, LLC, Charles Schwab Co., Inc, Charles Schwab Bank, Lpl Financial, LLC, Placer Summit Financial Group, LLC, Genovese Burford & Brothers and Royal Alliance. Thomas maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC is an advisory company that has its headquarters in Sacramento, California. It has offices in two locations and a total of 26 advisors. It oversees $2 billion in assets across its 2,520 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 2,520 customer accounts, just 14% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services depend on which services are offered. However, fee types charged by Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC Brokerage Details
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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
Scott Thomas Work History
Scott has 18 years of experience.
Genovese Burford & Brothers
Placer Summit Financial Group, LLC
Thomas & Barrientos Financial, LLC
Lpl Financial, LLC
Charles Schwab Bank
Charles Schwab Co., Inc
Scott Thomas has no disclosures.
Please visit their SEC profile for more details.