Gary Burnell (CRD# 1282482) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Incline Village, NV and has over 39 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tahoe Investments And Tax Planning, LLC | Roseville, CA | May 2018 - Current | 6 |
| Crandall Independent School District | Crandall, TX | Jul 2016 - Apr 2018 | 1 |
| Burnell Homes, LLC | Forney, TX | Jan 2007 - Apr 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- CA
- NV
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts187ACCOUNTS
-
Average Account Value$102,575
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NV
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