Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Ortega is a registered Investment Advisor Representative with Atlantic Investments A Registered Investment Advisor, Inc. Lucy is actively registered in the state of California and has been in the industry since at least January 2019. Lucy has experience with financial planning, selection of other advisors, and other services. Lucy's firm, Atlantic Investments A Registered Investment Advisor, Inc. has offices in La Canada Flt and Los Angeles, California.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
1
2
CA
01/30/2019 - Present
Atlantic Investments A Registered Investment Advisor, Inc. (La Canada Flt CA)
Active
Inactive
Not sure Lucy Ortega is the right advisor for you? Invested Better is here to help.
