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Usha C
ChFC®, Series 63, Series 65
Covina, CA
LPL Financial
Usha Cervantes is a financial advisor with LPL Financial in Covina, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience, including a decade at Transamerica Financial Advisors and over two years at LPL Financial. In addition to her advisory work, she is the author of the book "Over 100 First Samoan Words" and owns a business called Lochytocker Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.
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