John Lugo

John Lugo Email and Phone Number

Financial Consultant @ R M Stark & Co
durham, north carolina, united states
John Lugo's Location
Loxahatchee, Florida, United States, United States
John Lugo's Contact Details
About John Lugo

John Lugo is a Financial Consultant at R M Stark & Co. He possess expertise in investments, retirement planning, portfolio management, finance, financial services and 26 more skills. Colleagues describe him as "John is a highly competent and trustworthy professional. I have known him for 20 years through community volunteerism, and consider him not only as a superior individual, but a dear friend. I would recommend his professional services to anyone! " and "Very Professional and outstanding in his profession. Cares about his clients and knowledgeable in his field. Would Highly recommend!"

John Lugo's Current Company Details
R M Stark & Co

R M Stark & Co

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Financial Consultant
durham, north carolina, united states
Website:
rmstark.com
Employees:
18
John Lugo Work Experience Details
  • R M Stark & Co
    Financial Consultant
    R M Stark & Co Sep 2016 - Present
    John provides financial services to his clients based on their specific needs, by using Stocks, Bonds, Alternative investments, Annuities and Life Insurance. His goal is to provide his clients with Portfolio Management, Retirement Planning, Education Planning and 401K rollovers regardless of the size of their Portfolios.
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  • National Securities Inc.
    Sr. Investment Specialist
    National Securities Inc. Jun 2010 - Sep 2016
    John provides financial services to his clients based on their specific needs, by using Stocks, Bonds, Alternative investments, Annuities and Life Insurance. His goal is to provide his clients with Portfolio Management, Retirement Planning, Education Planning and 401K rollovers regardless of the size of their Portfolios.
  • H & R Block Financial Advisors
    Financial Advisor
    H & R Block Financial Advisors 2007 - 2009
    John provides financial services to his clients based on their specific needs, by using Stocks, Bonds, Alternative investments, Annuities and Life Insurance. His goal is to provide his clients with Portfolio Management, Retirement Planning, Education Planning and 401K rollovers regardless of the size of their Portfolios.
  • A. G. Edwards Inc.
    Financial Advisor
    A. G. Edwards Inc. May 2000 - May 2007
    Lake Worth, Flirida
    counsel clients on investment opportunities, baised on their needs, goals and tolerance for risk. Keeping abreast of the financial markets, constantly monitoring the specific investments in clients' portfolios,taking a holistic view of clients' financial needs and goals

John Lugo Skills

Investments Retirement Planning Portfolio Management Finance Financial Services Alternative Investments Fixed Annuities Series 7 Mutual Funds Securities Wealth Management Life Insurance Bonds Financial Analysis Fixed Income Financial Planning Equities Strategic Financial Planning Financial Markets Insurance Asset Management Asset Allocation Asset Managment Bloomberg Risk Management Valuation Financial Modeling Due Diligence Investment Advisory Retirement Investment Strategies

John Lugo Education Details

Frequently Asked Questions about John Lugo

What company does John Lugo work for?

John Lugo works for R M Stark & Co

What is John Lugo's role at the current company?

John Lugo's current role is Financial Consultant.

What is John Lugo's email address?

John Lugo's email address is jl****@****ark.com

What is John Lugo's direct phone number?

John Lugo's direct phone number is +156179*****

What schools did John Lugo attend?

John Lugo attended University Of Southern Mississippi, College Of Souther Maryland.

What are some of John Lugo's interests?

John Lugo has interest in Photograph, Social Services, Children, Exercise, Electronics, Sweepstakes, Investing, Environment, Education, Home Improvement.

What skills is John Lugo known for?

John Lugo has skills like Investments, Retirement Planning, Portfolio Management, Finance, Financial Services, Alternative Investments, Fixed Annuities, Series 7, Mutual Funds, Securities, Wealth Management, Life Insurance.

Who are John Lugo's colleagues?

John Lugo's colleagues are Cheryl Herzfeld, Jim Scharff, Clive Dunn.

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