Lucille Shaw (CRD# 4129410) is an Investment Advisor Representative working at Finances For Life, LLC in Carlsbad, CA and has over 24 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Finances For Life, LLC | Carlsbad, CA | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$100,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA
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