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Lucy Ortega, financial advisor La Canada Flt CA

Lucy Ortega

CRD Number: 7059362
Current Firm: Atlantic Investments A Registered Investment Advisor, Inc.

Lucy Ortega (CRD# 7059362) is an Investment Advisor Representative working at Atlantic Investments A Registered Investment Advisor, Inc. in La Canada Flt, CA and has 1 year of experience in the finance industry.

Company Name Location Dates Years
Atlantic Investments A Registered Investment Advisor, Inc. Los Angeles, CA Jan 2019 - Current 5
Retired La Canada Flt, CA Jan 2017 - Dec 2018 1
Kaiser Permanente Panorama, CA Jul 1987 - Dec 2016 29

Lucy Ortega has no recent exams reported.
Contact Info for Lucy R. Ortega
2029 Century Park East, Suite 400, Los Angeles, CA 90067
Phone Number: 866-997-6234
Firm Website: https://www.linkedin.com/in/atlanticinvestments
Registered State(s):
  • CA
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Current Firm Details
Atlantic Investments A Registered Investment Advisor, Inc.
Firm's CRD Number: 154001
2029 Century Park East, Suite 400, Los Angeles, CA 90067
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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