Burbank, CA E Verdugo Ave Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,115 offices

Location

290 E Verdugo Ave Ste 205

Burbank CA 91502

Advisors at this office

2

Advisors at this office

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Cameron T

CFP®, Series 63

Burbank, CA

Cetera

Cameron Thornton is a CFP® credentialed financial advisor with 43 years of industry experience. He is currently with Cetera, joining the firm in 2023, and has held leadership roles at CTA Wealth Advisors, Inc. and Cetera Wealth Services, LLC. Outside of advisory work, he provides tax preparation and accounting services through his sole proprietorship and serves as a public relations spokesperson for a retreat center. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party investment managers and multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Trevor C

CFP®, Series 66

Burbank, CA

Cetera

Trevor Cole is a financial advisor at Cetera with 23 years of industry experience. He holds the CFP® and Series 66 designations and has worked with several firms, including Cetera Wealth Services, CTA Wealth Advisors, and Cameron Thornton Associates. Cole is also an investment advisory representative at CTA Wealth Advisors, where he provides financial planning and asset management services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, blending discretionary and non-discretionary authorities across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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