Gary Burnell (CRD# 1282482) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Roseville, CA and has over 38 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tahoe Investments And Tax Planning, LLC | Roseville, CA | May 2018 - Current | 5 |
| Crandall Independent School District | Crandall, TX | Jul 2016 - Apr 2018 | 1 |
| Burnell Homes, LLC | Forney, TX | Jan 2007 - Apr 2018 | 11 |
| Dallas Independent School District | Dallas, TX | Jul 2013 - Jul 2016 | 3 |
| 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 Management20MILLIONS
-
Total Number of Accounts256ACCOUNTS
-
Average Account Value$78,563
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, NV
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