Lucy Matsumoto (CRD# 6782562) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Valencia, CA and has over 6 years of experience in the finance industry.
CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4700969
Western International Securities
| Company Name | Location | Dates | Years |
|---|---|---|---|
| I Pros Insurance Professionals | West Covina, CA | Aug 2023 - Current | < 1 |
| Lucy Matsumoto & Associates | Agua Dulce, CA | Apr 2022 - Current | 2 |
| All For One Foundation | Alpharetta, GA | Mar 2022 - Current | 2 |
| Rental Property | Agua Dulce, CA | Oct 2019 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Newhall, CA | Apr 2017 - Current | 7 |
| World Financial Group, Inc. | Newhall, CA | Jan 2017 - Current | 7 |
| Kaiser Permente | Burbank, CA | Jul 2013 - Current | 10 |
| Axianta Financial Partners | Henderson, NV | Jan 1996 - Current | 28 |
| Transformation Financial Inc. | Alpharetta, GA | Jan 1996 - Current | 28 |
| Managed Health | Draper, UT | Jun 2022 - Aug 2023 | 1 |
| Unemployed | Agua Dulce, CA | Aug 2016 - Jan 2017 | < 1 |
| Friends Of The La County Law Library | Los Angeles, CA | Jun 2015 - Aug 2016 | 1 |
| Aflac | Burbank, CA | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- CA
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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