Michael GenoveseCRD Number: 867229
Current Firm: Royal Alliance Associates, Inc.
Michael Genovese (CRD# 867229) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Sacramento, CA and has over 35 years of experience in the finance industry. Michael Genovese 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.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC||Sacramento, CA||Apr 2012 - Current||5|
|Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, Inc.||Sacramento, CA||Apr 1990 - Current||27|
|Royal Alliance Associates, Inc.||Sacramento, CA||Nov 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV