Profiel
Lon Edward Burford is the founder of MAK Financial Services LLC, which was founded in 1987.
He held the title of Principal & Financial Advisor.
Mr. Burford also worked as a Director at River City Bank.
He received his undergraduate degree from the University of California, Davis in 1977.
Eerdere bekende functies van Lon Edward Burford
Bedrijven | Functie | Einde |
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MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Oprichter | 31-03-2021 |
RIVER CITY BANK | Directeur/Bestuurslid | - |
Opleiding van Lon Edward Burford
University of California, Davis | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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RIVER CITY BANK | Finance |
Bedrijven in privébezit | 1 |
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MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Finance |