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 $1,359,423,470 in 1,611 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,359
    MILLION
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $843,838
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 - 6 of 6 top financial advisors.
1
John H. Lockwood
CRD#: 5231321
1515 Response Road, Sacramento, CA 95815
96
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 10 years of experience in the finance industry.

2
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.

3
Matthew G. Covelli
CRD#: 5931935
1515 Response Road, Sacramento, CA 95815
92
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 3 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.

4
Kevin A. Chang
CRD#: 5902568
1515 Response Road, Sacramento, CA 95815
90
Wealthminder
score

Kevin Chang (CRD# 5902568) 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.

5
Jonathan L. Deeringer
CRD#: 2779470
1515 Response Road, Sacramento, CA 95815
88
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 2 years of experience in the finance industry.

6
Nathan A. Torinus
CRD#: 6309775
1515 Response Road, Sacramento, CA 95815
88
Wealthminder
score

Nathan Torinus (CRD# 6309775) 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.