Rosa AranaCRD Number: 1824560
Current Firm: Lincoln Financial Advisors Corporation
Rosa Arana (CRD# 1824560) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Irvine, CA and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Lincoln Financial Advisors Corporation||Irvine, CA||Jun 2016 - Current||6|
|Lincoln Financial Group||Irvine, CA||May 2016 - Current||6|
|Unemployed||Ontario, CA||Dec 2015 - May 2016||< 1|
|The Bank Of New York Mellon||Los Angeles, CA||Sep 2013 - Dec 2015||2|
|Unemployed||Ontario, CA||May 2013 - Sep 2013||< 1|
|John Hancock||Glendale, CA||Mar 1997 - May 2013||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2017|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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