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Detailed Report
VANESSA YOUNG BURNETT
Vanessa Y Burnett
CRD#: 5510896
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Investment Adviser
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Previous Broker
BEACON POINTE ADVISORS, LLCCRD#: 119290 123 S. Marengo Ave.
Suite 200
Pasadena, CA 91101
Registration History
2008201020122014201620182020202220242026IABEACON POINTE ADVISORS, LLC (CRD# 119290)2024 - Present (<1 year)BUNITED PLANNERS' FINANCIAL SER... (CRD# 20804)2009 - 2018 (9 years)BNRP FINANCIAL, INC. (CRD# 103717)2008 - 2009 (<1 year)IABRIDGE ADVISORY LLC (CRD# 148282)2009 - 2024 (15 years)IAPENSION ARCHITECTS ADVISORY GR... (CRD# 145242)2011 - 2013 (2 years)
License(s)

State Registrations

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California 10/16/2024
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Texas 3/14/2025
Current Registration(s)
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BEACON POINTE ADVISORS, LLC (CRD#:119290)
123 S. Marengo Ave. Suite 200, Pasadena, CA 91101
Registered with this firm since 10/16/2024
Previous Registration(s)
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 10/16/2009 - 10/31/2024 BRIDGE ADVISORY LLC (CRD#:148282) PASADENA, CA
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 10/08/2009 - 12/31/2018 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804) PASADENA, CA
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 06/24/2011 - 09/05/2013 PENSION ARCHITECTS ADVISORY GROUP, LLC (CRD#:145242) PASADENA, CA
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 11/26/2008 - 10/13/2009 NRP FINANCIAL, INC. (CRD#:103717) PASADENA, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.