June Cachola (CRD# 2414390) is an Investment Advisor Representative working at Centricity Financial LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Centricity Financial, LLC | Newport Beach, CA | Oct 2018 - Current | 5 |
Not Employed | Na, CA | Dec 2017 - Sep 2018 | < 1 |
Cuso Financial Services, LP | San Diego, CA | Mar 2016 - Nov 2017 | 1 |
Lpl Financial LLC | Seal Beach, CA | Apr 2015 - Mar 2016 | < 1 |
Kinecta Financial | Seal Beach, CA | Mar 2015 - Mar 2016 | 1 |
California Credit Union | Torrance, CA | Feb 2014 - Dec 2014 | < 1 |
Lpl Financial LLC | Torrance, CA | Feb 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1993 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$434,737
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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