John Lorenz, financial advisor Santa Barbara CA
93 score

John Lorenz

CRD Number: 1940578
Current Firm: Arlington Financial Advisors, LLC

John Lorenz (CRD# 1940578) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2016 - Current < 1
Arlington Financial Advisors, LLC Santa Barbara, CA May 2016 - Current < 1
Wells Fargo Advisors Financial Network LLC Santa Barbara, CA Dec 2010 - May 2016 5
Bank Of America,na Santa Barbara, CA Mar 2000 - Dec 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for John A. Lorenz
Phone Number: (805) 699-7300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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