Lori Mahoney, CFPInvestment Advisor Representative
Phone: (805) 484-1011 ext 117 As a Certified Financial Planner™ Professional, she creates a plan to provide clients financial confidence. When you make daily decisions about your money, have the confidence of knowing how these small choices affect your long term consequences. With a solid financial plan in place, each decision will be made intelligently. Lori has a passion for money. As a UCLA graduate in Electrical Engineering, her strong analytical mind enjoys understanding the inner workings of the Her services include Investment Advisory, Comprehensive Financial Planning, Retirement, College Savings, Life Insurance, Long Term Care Insurance, and Estate Planning Services. She offers education workshops in finance. Lori and Bobby, her husband of 27 years, have been residents of § Society of Women Engineers, San Buenaventura Section § American Association of University Women, § Business Networking International, Referral Leaders
Certified Financial Planner™ Certification Series 6, 63, 7, 24, and 66 Securities Registrations CA Insurance License # 0E75888
*Lori Mahoney is an Investment Advisor Representative offering Securities and Investment Advisory through SagePoint Financial, Inc. Member FINRA/SIPC, and SEC-Registered Investment Advisor. Insurance services offered through Independent Capital Management, not affiliated with SagePoint Financial, Inc.
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333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.