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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alfred Lorenz is an Investment Advisor Representative associated with Arlington Financial Advisors, LLC. John has been in the industry since 1990 and has been with Arlington Financial Advisors, LLC since May 2016. Prior to that, John worked at Purshe Kaplan Sterling Investments, Wells Fargo Advisors Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds the Series 63, 65, 7 and 8 licenses as well as the SIE exam. John is currently registered with the state of California. John's areas of specialization are financial planning, pension consulting, and selection of other advisors. John offers portfolio management services for both businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/18/2016 - Present
Arlington Financial Advisors, LLC (SANTA BARBARA CA)
CA
06/20/2016 - 12/31/2019
PURSHE KAPLAN STERLING INVESTMENTS (Santa Barbara CA)
CA
12/07/2010 - 06/21/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SANTA BARBARA CA)
CA
05/18/2000 - 12/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
CA
04/21/1998 - 03/22/2000
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
CA
05/09/1997 - 09/11/1997
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
TX
03/23/1990 - 12/31/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 01/30/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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