Lon Burford is a CFP-designated registered investment advisor, based in Sacramento, CA, with 45 years of industry experience.
Location
740 University Avenue, Sacramento, CA, 95825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lon is a member of the investment committee for Christian Brothers High School, assisting in the evaluation of their money manager. He also serves as a board member for the Roman Catholic Diocese Finance Council and is an investment committee member of the Catholic Foundation, assisting with hiring and monitoring investment managers.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Royal Alliance Associates, INC.
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Equitec Securities CompanyBroker
State Registrations14 states
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