JH
CFP
JH
CFP

Judy Ho

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
14 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

110 Blue Ravine Dr. Suite 209, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Judy is an independent insurance agent for various companies since 2019, dedicating minimal time to this activity. She is also an advisory representative for CIRA and Lane Florence, LLC, spending a significant amount of time on these investment-related roles, and a participant in Leadership Rancho Cordova.

Employment History
Current Registrations
Lane Florence, LLC
January 2020 - Present · 6 yrs 1 mo
Cambridge Investment Research Advisors, INC.
November 2019 - Present · 6 yrs 3 mos
Cambridge Investment Research, INC.Broker
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Edward Jones
February 2017 - October 2019 · 2 yrs 8 mos
Edward JonesBroker
November 2016 - October 2019 · 2 yrs 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.