Advisor at Finances For Real Life
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Finances For Real Life
Location
Lompoc, CA 93436
Credentials
Series 63, Series 65
Industry experience
4 years
Flat fee for financial planning services, negotiable depending on scope and complexity.
Less than $500,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.0% Above $1,000,000+: 0.9%
Registered representatives and insurance agents receive commissions on securities and insurance products separate from advisory fees.
Ad Hoc consulting services generally between $150 to $300 per hour.
Finances For Real Life
2023 - Present (3 years)
Finances For Real Life
2022 - Present (4 years)
LPL Financial llc
2021 - Present (5 years)
Wanda T Toro LLC
2017 - 2022 (5 years)
LPL Financial llc
2017 - 2021 (4 years)
Raytheon Space and Airborne Systems
2016 - 2018 (2 years)
Nova Sensors / Teledyne
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Lompoc, CA
Edward Jones
Series 63
Orcutt, CA
Weinberger Asset Management, Inc
CFP®, Series 63, Series 65
Lompoc, CA
Finances For Real Life
Series 66
Los Alamos, CA
Financial Gravity Family Office Services, LLC
CFP®, Series 63
Lompoc, CA
wealth Enhancement Advisory Services, LLC
CFP®, Series 63, Series 65
Orcutt, CA
wealth Enhancement Advisory Services, LLC
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