Cecilia Licon is a registered investment advisor, based in Rohnert Park, CA, with 2 years of industry experience.
Location
101 Golf Course Dr, Ste C2, Rohnert Park, CA, 94928
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cecilia works as an agent team member for Miguel Alfaro's Insurance Agency, selling State Farm insurance products. She also owns two rental properties, dedicating minimal time to each.
Employment History
Current Registrations
State Farm Vp Management CORP.
February 2024 - Present · 2 yrs 3 mos
State Farm Vp Management CORP.Broker
February 2024 - Present · 2 yrs 3 mos
State Farm Investment Management CORP.
October 2023 - Present · 2 yrs 7 mos
State Registrations3 states
AZCAOR
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.