James G. Valdez
Lpl Financial Llc
Financial Planner in Arroyo Grande, CA
Address:898 Cypress Ridge Pkwy
Arroyo Grande, CA 93420
About James G. Valdez
James Valdez is a financial professional at Lpl Financial Llc located in Arroyo Grande, California. James Valdez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Valdez provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Valdez898 Cypress Ridge Pkwy
Arroyo Grande, CA 93420
Phone Number:
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Website:
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