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
Bridge Advisory (f/k/a Penniall & Associates) Pasadena, CA Mar 2008 - Current 16
United Planners' Financial Services Scottsdale, AZ Aug 2009 - Dec 2018 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Vanessa Y. Burnett
By the Numbers
  • Total Assets Under Management
    453
    MILLIONS
  • Total Number of Accounts
    1,331
    ACCOUNTS
  • Average Account Value
    $340,044
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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