Leo do Carmo Email & Phone Number
LPL Financial Advisor @ LPL Financial
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Leo do Carmo Location
- Yorba Linda, CA, US
Leo do Carmo Work
- 2017 -now LPL Financial Advisor @
- 2017 -now Financial Advisor @
- 2017 -now LPL Financial Advisor @
- 2011 -2017 Financial Advisor Representative @ Foresters Equity Services, Inc.
- 2011 -2012 Chapter Mentor @
- 2011 -2011 Insurance Agent @ American General Life & Accident
- 2010 -2011 Financial Advisor - Vice President Investments @
- 2006 -2010 Training Manager @
- 2006 -2010 Financial Executive @
- 2003 -2004 Investment Representative @
- 1985 -1985 Customer Service @
Leo do Carmo Education
- Cal State Fullerton, College of Business and Economics
ba (business)
1977-1979 - California State University, Fullerton
Leo do Carmo Skills
- Leadership
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Accounting
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- IRAs
- Investments
- Finance
- 401k
- Strategic Planning
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Microsoft Office
- Risk Management
- Wealth Accumulation
- Marketing
- Training
- Long Term Care
- Disability Insurance
- Financial Analysis
- Wealth
- Long Term Care Insurance
- Small Business
- Term Life Insurance
- Research
- Health Insurance
- Retirement
- Loans
- Recruiting
- Series 7
- Employee Benefits
- Securities
- Whole Life
Leo do Carmo Summary
- Leo do Carmo, based in Yorba Linda, CA, US, is currently a LPL Financial Advisor at LPL Financial. Leo do Carmo brings experience from previous roles at LPL Financial, Foresters Equity Services, Inc. and BNI - Business Network International. Leo do Carmo holds a 1977 - 1979 ba in business @ Cal State Fullerton, College of Business and Economics. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Financial Planners and more. Leo do Carmo has 3 emails and 2 mobile phone numbers on RocketReach.
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Others Named Leo do Carmo
Leo do Carmo
LPL Financial Advisor
Yorba Linda, CA, US
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