Petaluma financial adviser accused of $3 million ‘cherry-picking’ scheme
James Burleson allocated profitable trades to himself and unprofitable ones to his clients, according to a complaint filed by the SEC. Federal authorities have charged a Petaluma financial adviser with…
How to find a financial adviser if you’re not rich
Far too many people are embarrassed to seek out a professional financial advisor because they do not believe they have enough assets. Far too many people are embarrassed to seek…