S & L Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for S & L Group
Team photo for S & L Group

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Advisors

Advisor photo for Robert B Lum

Robert B Lum

CFP®, CRPC

Financial Advisor

Vice President
Visit Robert B Lum's website


Team

Jacklyn Lozano

Jacklyn Lozano

Registered Practice Associate

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 53 - Municipal Securities Principal Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
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