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Mary L
Series 63, Series 65
Indio, CA
El Camino Real Financial Advisors
Mary Lanterman is a financial advisor at El Camino Real Financial Advisors with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Brookstone Capital Management and Financial Independence Group. In addition to her advisory role, she is an independent insurance producer and a licensed real estate broker. El Camino Real Financial Advisors is a single-advisor registered investment adviser serving individuals and small business clients with investment management, retirement and financial planning, and insurance products. The firm primarily manages assets on a non-discretionary basis and employs a multi-step planning process that includes portfolio construction and coordination with third-party managers.
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