Lucas Tamayo (CRD# 5950194) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Jose, CA and has over 12 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Current | 8 |
| Northwestern Mutual Investment Services, LLC | San Jose, CA | Jan 2012 - Current | 12 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2011 - Current | 12 |
| Northwestern Mutual Investment Services LLC | San Jose, CA | Jun 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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