Jordan Lamarca (CRD# 6841374) is an Investment Advisor Representative working at Osaic Wealth, Inc. in The Villages, FL and has over 6 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Ocala, FL | Aug 2023 - Current | < 1 |
| Evershore Financial Group | Orlando, FL | Aug 2017 - Current | 6 |
| Royal Alliance Associates, Inc. | Ocala, FL | May 2023 - Aug 2023 | < 1 |
| Minnesota Life | St. Pual, MN | Aug 2017 - May 2023 | 5 |
| Securian Financial Services Inc. | St. Paul, MN | Aug 2017 - May 2023 | 5 |
| Logan University | Chesterfield, MO | Nov 2015 - May 2017 | 1 |
| Tallahassee Community College | Tallahassee, FL | Jul 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- FL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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