Profil
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.
Anciens postes connus de Lon Edward Burford
| Sociétés | Poste | Fin |
|---|---|---|
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments. | Fondateur | 31/03/2021 |
| RIVER CITY BANK | Directeur/Membre du Conseil | - |
Formation de Lon Edward Burford
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
River City Bank (Sacramento, California)
River City Bank (Sacramento, California) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
University of California, Davis
University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments. | Finance |
















