Jeffrey Lumin (CRD# 2911822) is an Investment Advisor Representative working at Transcend Advisor Inc. in Paradise Valley, AZ and has 1 year of experience in the finance industry.
CRD# 5338348
Primerica Advisors
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transcend Advisor, Inc. | Paradise Valley, AZ | Sep 2017 - Current | 6 |
| Self-employed | New York, NY | Jul 2012 - Sep 2017 | 5 |
- AZ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ
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