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Asset ManagerRIA · CRD 129275State-Registered Investment Adviser

Updated:

Sharon Lund, Financial Planning

SHARON LUND, FINANCIAL PLANNING, INC. is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser. It operates with a single...

Overview

SHARON LUND, FINANCIAL PLANNING, INC. is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Lake Forest

Corporate office

Lake Forest, CA, United States

Principals

Sharon Lund

President

Sector focus

Retail Financial Services

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