Damian Lozano (CRD# 6148638) is an Investment Advisor Representative working at Primerica Advisors in Redlands, CA and has over 11 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| San Bernardino Community College Disr | San Bernardino, CA | Jun 2018 - Current | 5 |
| San Bernardino City Unified School | San Bernardino, CA | Jan 2018 - Current | 6 |
| Amf Inc. | Redlands, CA | Dec 2016 - Current | 7 |
| Pfs Investments Inc. | Redlands, CA | Jan 2013 - Current | 11 |
| Primerica Financial Services | Redlands, CA | Aug 2012 - Current | 11 |
| Computer Tax Service | Redlands, CA | Dec 2010 - Current | 13 |
| San Bernardino Unified School District | San Bernardino, CA | Oct 2012 - Jan 2018 | 5 |
| Redlands Unified School | Redlands, CA | Mar 2013 - Dec 2016 | 3 |
| Colton Joint Unified School District | Colton, CA | Mar 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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