Karen Burneff
Karen Burneff is a registered investment advisor at Cetera Investment Advisers LLC, based in Whittier, CA, with 40 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15141 E Whittier Blvd Ste 550, Whittier, CA, 90603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Karen serves as a non-public arbitrator for FINRA, participating in hearings and conferring with panels regarding findings and settlements. The time commitment varies and is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Quantum Econometrics, LLC
Cetera Advisor Networks LLC
Painewebber IncorporatedBroker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations28 states
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