Unclaimed Profile

Lon Edward Burford

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC·SACRAMENTO, California

Clean recordGENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

1515 RESPONSE ROAD, SACRAMENTO, CA 95815CRD# 713516Firm CRD# 105698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lon Edward Burford · SACRAMENTO, CA

Registration

CRD #713516 · GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lon Edward Burford is a registered financial advisor based in SACRAMENTO, California, affiliated with GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PERCENTAGE OF PLAN ASSETS

Regulatory

SEC/IARD CRD# 713516

Firm CRD# 105698

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lon Edward Burford offer?

Lon Edward Burford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.

What are Lon Edward Burford's credentials?

Lon Edward Burford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lon Edward Burford located?

Lon Edward Burford is based in SACRAMENTO, California, working with GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does Lon Edward Burford charge for services?

Lon Edward Burford's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC?

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC has approximately 40 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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