Steven
Burnett

Hanson Mcclain Advisors

CRD#2315967
Investment Advisor
in Sacramento, CA
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About this Advisor

Steven Burnett is a certified financial planner operating out of Sacramento, California, with a total of 22 years in the industry. Burnett is currently employed by Hanson Mcclain Advisors. During their career, the advisor has held roles at Hanson Mcclain Strategic Advisors, Inc, Hanson Mcclain Advisors and Hanson Mcclain. Burnett has a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in California and Texas. Hanson Mcclain Advisors is a business headquartered in Sacramento, California. The investment advisory business has offices in seven locations and a total of 70 financial advisors. It administers $3 billion in assets under management between its 9,350 customer accounts, placing it among the largest firms in the country by assets under management. Of its 9,350 client accounts, just 7% are held by high-net-worth clients who have greater than $1 million in investable assets. Hanson Mcclain Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules are based on which services are provided. However, fees billed by Hanson Mcclain Advisors can include asset-based and hourly fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

8775 Folsom Blvd. Suite 100
Sacramento, CA 95826

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Hanson Mcclain Advisors Brokerage Details

Total Assets Under Management

$3,453,726,822

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

123

CA Average: 43
Total Number of Accounts

15,122

CA Average: 3,727
Average Account Size

$228,391

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Steven Burnett Work History

Steven has 22 years of experience.

2011 - Present (8 years)

Hanson Mcclain Strategic Advisors, Inc

2008 - Present (11 years)

Hanson Mcclain

1996 - Present (23 years)

Hanson Mcclain Advisors

Disclosures

Steven Burnett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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