Financial Advisor Kearney-Burch_Financial_Services_Inc

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Kearney-Burch Financial Services Inc.

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User Type	Advisor
Entity Name	Kearney-Burch Financial Services Inc.
SEC Registration #
Minimum Invetsment Required	0.0
Assets Under Managment	$ 29.4 M

Contact Details

Location	San Ramon, California
Address
Postal Code
Country	United States
Phone
Fax
Web Site	http://www.kearneyburch.com

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Name	Location		Net Rating
Pacific Center For Financial Servic	San Ramon	CA	0
Goldstein Munger + Associates	San Ramon	CA	0
American Investors Co	San Ramon	CA	0
Certified Planners Inc	San Ramon	CA	0
Valentine Capital Asset Management	San Ramon	CA	0
Rudney Associates Inc.	San Ramon	CA	0
Starmont Asset Management LLC	San Ramon	CA	0
Kim Financial Advisors Inc.	San Ramon	CA	0
Pacific Asset Management Group	San Ramon	CA	0
Fortress Wealth Management Inc	San Ramon	CA	0

More Information

Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

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IARD

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U.S. Department of Labor: Financial Advisors

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FINRA

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AAFM

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CFP

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FPA

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Top Owned Stocks

1	AAPL	Nasdaq
2	GOOG	Nasdaq
3	GE	NYSE
4	MSFT	Nasdaq
5	BAC	NYSE

Top Owned ETFs

1	GLD	NYSEArca
2	SPY	NYSEArca
3	VWO	NYSEArca
4	VNQ	NYSEArca
5	VTI	NYSEArca

Top Owned Funds

1	FCNTX	NASDAQ
2	PTTRX	NASDAQ
3	PRPFX	NASDAQ
4	VFINX	NASDAQ
5	QQQQ	AMEX

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