Jim WarrenFinancial Advisor
Phone: 949-777-0311 Jim Warren is an Investment Advisor Representative with Level Four Advisory Services, LLC and a Registered Representative with Lincoln Financial Securities. He has been doing retirement and college planning for individuals and businesses for ten years. He has earned his FINRA Series 7 and Series 66 licensing. He also earned his Certified Financial Planner™ designation from UC Irvine in 2007. Additionally, he maintains licensing in Life Insurance and Real Estate. Jim is an active member with the Financial Planning Association (FPA) and enjoys staying involved in his community. He attended Vanguard University in Costa Mesa, CA where he earned his degree in Business Administration. He and his wife Rachel have been married for seven years and reside in Orange County, CA. You can send an email to Jim by clicking here. 
|
||
|
5601 Granite Parkway, Suite 890 Phone: 866-834-1040 |
Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Advisory services offered through representatives of Level Four Advisory Services, LLC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Insurance services offered through representatives of Level Four Insurance Services, LLC. The Level Four companies and Lincoln Financial Securities are separate entities.