Mark Burford
Co-Owner, Wealth Management Advisor at Tallus Capital Management
- Role
- Co-owner Wealth Management Advisor at Tallus Capital Management
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Mark Burford
I am the co-founder of Tallus Capital Management, and an independent Financial advisor.…
Experience
Co-owner Wealth Management Advisor
Nov 2012 — Present · Bend, OR, US
Develop and manage investment strategies developed for clients of Tallus Capital Management. Our team manages $102,204,263 in brokerage and advisory assets under management as of February 19th, 2016. Consult with existing and prospective clients to develop long range investment portfolios. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Financial Planning and Investment advice offered through Financial Advocates Investment Management, DBA Tallus Capital Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: OR, AZ, CA, CO, FL, GA, HI, MI, MO, MT, NV, SC, TX, WA
Education
Lewis & Clark College
Bachelor of Science (B.S.), Business and Finance
1976 — 1979
Skills
- Robo-Advisory
- Social Security
- Etfs
- Indexed Annuities
- Variable Annuities
- Long Term Care Insurance
- Donor Advised Funds
- Public Speaking
- Portfolio Management
- Irrevocable Life Insurance Trusts
- Term Life Insurance
- Medicaid
- Socially Responsible Investing
- Permanent Life Insurance
- Financial Planning
- Medicaid Annuities
- Fixed Annuities
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