Mark Burford Email & Phone Number
Co-Owner Wealth Management Advisor @ Tallus Capital Management
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Mark Burford Location
- Bend, OR, US
Mark Burford Work
- 2012 -now Co-Owner Wealth Management Advisor @
- 2009 -2012 Wealth Management Advisor @
- 2010 -2011 Past Presidnet @
- 2010 -2011 Past Presinden @
- 2002 -2009 Wealth Management Advisor @ Edward Jones
- 1994 -2001 Area Vice President @
Mark Burford Education
- Lewis & Clark College
Bachelor of Science (B.S.) (Business and Finance)
1976-1979
Mark Burford Skills
- Financial Planning
- Medicaid
- Portfolio Management
- ETFs
- Irrevocable Life Insurance Trusts
- Term Life Insurance
- Permanent Life Insurance
- Long Term Care Insurance
- Fixed Annuities
- Variable Annuities
- Indexed Annuities
- Donor Advised Funds
- Social Security
- Medicaid Annuities
- Public Speaking
- Socially Responsible Investing
- Robo-Advisory
- Robo Advisory
Mark Burford Summary
- Mark Burford, based in Bend, OR, US, is currently a Co-Owner Wealth Management Advisor at Tallus Capital Management. Mark Burford brings experience from previous roles at Bank of America Merrill Lynch, Rotary International and Edward Jones. Mark Burford holds a 1976 - 1979 Bachelor of Science (B.S.) in Business and Finance @ Lewis & Clark College. With a robust skill set that includes Financial Planning, Medicaid, Portfolio Management, ETFs, Irrevocable Life Insurance Trusts and more. Mark Burford has 1 emails and 1 mobile phone numbers on RocketReach.
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