Profile
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.
Former positions of Lon Edward Burford
Companies | Position | End |
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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. | Founder | 30/03/2021 |
RIVER CITY BANK | Director/Board Member | - |
Training of Lon Edward Burford
University of California, Davis | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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RIVER CITY BANK | Finance |
Private companies | 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 |
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