Cory R. Burnell
Burnell Wealth Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1999
Areas of focus:
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Cory R. Burnell:
As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. I recognize the importance of getting to know you - your financial needs, your financial goals and your lifestyle.
My office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows me to:
- Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.
- Provide simplified performance reporting, making it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.
- If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.
* Nominal transaction charges may apply.
I entered the investment industry in 1999 with Edward Jones and also spent some years with Bank of Lodi before starting my own practice, Burnell Wealth Management, in 2007. In 2009, I enrolled as a candidate in the CFA Institute in pursuit of the Chartered Financial Analyst (CFA) designation.
I currently serve on the Board of Directors of the Calaveras County Taxpayers Association, and remain politically active with local groups including the Campaign for Liberty and the Calaveras County Republican and Libertarian Parties.
I'm a husband and father of three. I was born and raised in San Diego and my wife, Nicole, is a third generation citizen of Valley Springs. We met while attending college in Santa Barbara where I played NCAA Division 1 baseball and graduated with a bachelor's degree in Economics/Mathematics in 1999. We then spent a few years in Texas where I finished graduate school with an MBA in 2004, and then moved back to Valley Springs.
Compensation and Fee Structures:
Portfolio management on a percentage fee basis.
Licenses, Certifications & Affiliations:
Series 7, 24 and 66 licenses.
Life & Health Insurance
CFA Institute candidate
MBA, University of Texas at Tyler, 2004
BA in Economics/Mathematics, UC Santa Barbara, 1999
Will provide references upon request?
Further information about Burnell Wealth Management:
(Size of firm: 0-9 advisors)
Securities Offered Through LPL Financial - A Registered Investment Adviser. Member FINRA/SIPC
Contact Information for Cory R. Burnell
Phone: (209) 298-3033
Please support us by letting this adviser know you found them through Boomerater
Fax: (815) 572-8086
Address for Cory R. Burnell:
15 St Andrews Road
Valley Springs, CA, 95252
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