Lon Burford (CRD# 713516) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 38 years of experience in the finance industry. Lon Burford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Jan 2021 - Current | 3 |
| Capfinancial Securities LLC | Raleigh, NC | Jan 2021 - Current | 3 |
| Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC | Sacramento, CA | Apr 2012 - Jan 2021 | 8 |
| Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc. | Sacramento, CA | Apr 1990 - Jan 2021 | 30 |
| Royal Alliance Associates, Inc. | Sacramento, CA | Nov 1989 - Jan 2021 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
- CA
- TX
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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