Steven Burnett is a CFP-designated registered investment advisor, based in Folsom, CA, with 32 years of industry experience.
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
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Regulatory History
Clean regulatory record
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.
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Steven performs general HOA duties for Auburn Valley HOA, working with a third-party management company. This activity is not investment-related, has no compensation, and started in April 2025.
Employment History
Current Registrations
Aw SecuritiesBroker
January 2008 - Present · 18 yrs 6 mos
Allworth Financial, L.P.
February 2001 - Present · 25 yrs 5 mos
Previous Registrations
Hanson Mcclain Strategic Advisors, INC.
August 2011 - June 2012 · 10 mos
Securities America, INC.Broker
October 1996 - December 2007 · 11 yrs 2 mos
The Advisors Group, INC.Broker
March 1993 - September 1996 · 3 yrs 6 mos
State Registrations11 states
AZCAHIMTNCNYORSCTNTXUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.