Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lon? Claim Your ProfileLon Edward Burford has been in the financial industry since 1980. Lon is registered with Captrust and is also a registered representative with FINRA. Lon is a Certified Financial Planner and has a wide range of experience in the industry. Lon currently has a number of clients with assets under management of over 500 million dollars. Lon has experience working with a wide range of clients, including individuals, corporations, and institutions. Lon also specializes in providing financial planning and investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/25/2021 - Present
Captrust (Sacramento CA)
CA
11/19/1989 - 02/12/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)
NA
08/10/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/13/1980 - 08/23/1984
EQUITEC SECURITIES COMPANY
BC
Issued 01/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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