Lucent Elm Wealth Management
Lucent Elm Wealth Management is a wealth and investment management firm based in Los Angeles, CA. Most people are confused about the different tools needed to reach their financial goals. Our first priority is helping you take care of yourself and your family. Every situation is unique. We will customize a plan to suit your specific needs and be your personal guide, every step of the way. • The registered representatives of Lucent Elm Wealth Management offer securities and advisory services through LPL Financial, a registered investment advisor, Member SIPC. sipc.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
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Verified contacts
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available on Kipplo
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11 to 50 range
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
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Alex Taylor
Wealth Advisor · Finance & Accounting
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Becky Willyard
Branch Operations Support · Operations
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Top roles at Lucent Elm Wealth Management
5 distinct titles indexed · top 5 shown.
- 2wealth advisor
- 1branch operations support
- 1document consultant
- 1registered sales assistant
- 1registered sales associate
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