Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC (CRD# 105698) is a financial advisory firm headquartered in Sacramento, CA. They manage $1,376,374,381 in 1,663 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,376
    MILLION
  • Total Number of Accounts
    1,663
    ACCOUNTS
  • Average Account Value
    $827,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NV, OR, TX, WA

Financial Advisors at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Kelly T. Brothers
CRD#: 4687790
1515 Response Road, Sacramento, CA 95815
96
Wealthminder
score

Kelly Brothers (CRD# 4687790) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 14 years of experience in the finance industry. Kelly Brothers 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.

2
Alexander G. Brown
CRD#: 4784434
1515 Response Road, Sacramento, CA 95815
96
Wealthminder
score

Alexander Brown (CRD# 4784434) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 14 years of experience in the finance industry. Alexander Brown 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.

3
Lon E. Burford
CRD#: 713516
1515 Response Rd, Sacramento, CA 95815
96
Wealthminder
score

Lon Burford (CRD# 713516) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 32 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.

4
Michael T. Genovese
CRD#: 867229
1515 Response Rd, Sacramento, CA 95815
96
Wealthminder
score

Michael Genovese (CRD# 867229) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 36 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.

5
Scott C. Thomas
CRD#: 2861956
1515 Response Road, Sacramento, CA 95815
96
Wealthminder
score

Scott Thomas (CRD# 2861956) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 21 years of experience in the finance industry. Scott Thomas 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.

6
Rodney C. Waterbury
CRD#: 2557113
1410 Rocky Ridge Drive #150, Roseville, CA 95661
96
Wealthminder
score

Rodney Waterbury (CRD# 2557113) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Roseville, CA and has over 23 years of experience in the finance industry. Rodney Waterbury 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.

7
Matthew G. Covelli
CRD#: 5931935
1515 Response Road, Sacramento, CA 95815
93
Wealthminder
score

Matthew Covelli (CRD# 5931935) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 4 years of experience in the finance industry. Matthew Covelli 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.

8
Jonathan L. Deeringer
CRD#: 2779470
1515 Response Road, Sacramento, CA 95815
93
Wealthminder
score

Jonathan Deeringer (CRD# 2779470) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 3 years of experience in the finance industry. Jonathan Deeringer 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.

9
John H. Lockwood
CRD#: 5231321
1515 Response Road, Sacramento, CA 95815
93
Wealthminder
score

John Lockwood (CRD# 5231321) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 11 years of experience in the finance industry.

10
Jennifer B. Smith
CRD#: 2172224
1515 Response Road, Sacramento, CA 95815
93
Wealthminder
score

Jennifer Smith (CRD# 2172224) is an Investment Advisor Representative working at Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC in Sacramento, CA and has over 17 years of experience in the finance industry.

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