Vanessa Burnett, financial advisor Pasadena CA

Vanessa Burnett

CRD Number: 5510896
Current Firm: Bridge Advisory LLC

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 11
Nrp Financial, Inc. Bryan, OH Jul 2008 - Current 12
Penniall & Associate Pasadena, CA Mar 2008 - Current 12
Mercer Consulting Los Angeles, CA Sep 2005 - Current 15
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
Phone Number: 626-795-3062
Advisor Website: http://www.penniall.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    443
    MILLIONS
  • Total Number of Accounts
    1,916
    ACCOUNTS
  • Average Account Value
    $231,451
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
Types of Clients
Registered States

AZ, CA, FL, ID, NV, OR, TX, VA, WA

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