Scott
Thomas

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

CRD#2861956
Investment Advisor
in Sacramento, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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 Road
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

Scott Thomas Work History

Scott has 18 years of experience.

2017 - Present (2 years)

Genovese Burford & Brothers

2017 - Present (2 years)

Royal Alliance

2009 - Present (10 years)

Placer Summit Financial Group, LLC

2009 - 2009 (< 1 year)

Thomas & Barrientos Financial, LLC

2009 - 2017 (8 years)

Lpl Financial, LLC

2005 - 2009 (4 years)

Charles Schwab Bank

2000 - 2009 (9 years)

Charles Schwab Co., Inc

Disclosures

Scott Thomas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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