Valeria Esteban, financial advisor Irvine CA
89 score

Valeria Esteban

CRD Number: 6146738
Current Firm: Lincoln Financial Advisors Corporation

Valeria Esteban (CRD# 6146738) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Irvine, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Irvine, CA Sep 2013 - Current 3
Lincoln Financial Advisors Irvine, CA Jan 2013 - Sep 2013 < 1
Adecco Staffing Irvine, CA Nov 2012 - Jan 2013 < 1
Unemployed Huntington Beach, CA Sep 2012 - Nov 2012 < 1
Sizzler Restaurant Los Alamitos, CA Jul 2005 - Sep 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Valeria Esteban
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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