Vanessa Burnett, financial advisor Pasadena CA
101 score

Vanessa Burnett

CRD Number: 5510896
Current Firm: Penniall & Associates

Vanessa Burnett (CRD# 5510896) is an Investment Advisor Representative working at Penniall & Associates in Pasadena, CA and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Aug 2009 - Current 8
Nrp Financial, Inc. Bryan, OH Jul 2008 - Current 9
Penniall & Associate Pasadena, CA Mar 2008 - Current 9
Mercer Consulting Los Angeles, CA Sep 2005 - Current 12
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Nov 2008
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Vanessa Y. Burnett
By the Numbers
  • Total Assets Under Management
    945
    MILLIONS
  • Total Number of Accounts
    2,014
    ACCOUNTS
  • Average Account Value
    $469,233
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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