Lynette Eileen Atchley

Current Employers

Employment History

• 11/1999 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 04/2000 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2016 → Present
  Cpa Financial Advisors, Inc
  Redlands, CA
• 01/2017 → Present
  C L Robert Plumbing, Heating & Air, Inc.
  Redlands, CA

Other Businesses

1)MCDERMITH GALEN SANDERS RAY AND ATCHLEY LLC, NOT INVEST REL, SAME AS REGISTERED ADDRESS, COMMERCIAL RENTAL PROPERTY, START 12/01/04, .5HR/WK DURING TRADING, OWNER, MANAGEMENT DECISIONS FOR BUILDING AND PREPARE TAX RETURNS. 2) NAME OF OTHER BUSINESS: CPA FINANCIAL ADVISORS, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA SERVICES; START DATE: 01/01/2016; POSITION/TITLE/RELATIONSHIP: CEO/MANAGING DIRECTOR; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OF TEAM PREPARING TAX RETURNS AND ACCOUNTING FUNCTIONS FOR CLIENTS. 3) NAME OF OTHER BUSINESS: C L ROBERT PLUMBING, HEATING & AIR, INC. INVESTMENT RELATED: NO ADDRESS: 6864 INDIANA AVE STE 200,B, RIVERSIDE, CA 92506,NATURE OF BUSINESS: PLUMBING, HEATING & AIR START DATE: 10/2024, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: CEO AND SECRETARY, BRIEF DESCRIPTION OF DUTIES: FINANCIAL OVERSIGHT, PAYROLL, INCOME TAX PREPARATION, ACCOUNTING SUPPORT AND SECRETARY DUTIES; 4) NAME OF OTHER BUSINESS: CALCPA; INVESTMENT RELATED: NO; ADDRESS: 500 CAPITAL MALL, STE 1760, SACRAMENTO, CA 95814; NATURE OF BUSINESS: CPA ASSOCIATION; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: CHAIR PERSON; APX NUMBER OF HOURS PER WEEK: .25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CHAIR A COMMITTEE OF CPAS WHO ARE FINANCIAL PLANNERS; 5) NAME OF OTHER BUSINESS: THE HOLLOWAY GROUP; INVESTMENT RELATED: NO; ADDRESS: 5060 CALIFORNIA AVE STE 710 BAKERSFIELD, CA 93309; NATURE OF BUSINESS: ENVIRONMENTAL; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: APPOINTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: .25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PARTICIPATE IN BOARD MEETINGS, PROVIDE GUIDANCE AND OVERSIGHT FOR BUSINESS DECISIONS AND ACTIVITIES; 6) N/A, INVESTMENT RELATED, IRVINE, CA, 92606, TRUST, STARTED 11/2003, POSITION/TITLE/RELATIONSHIP: CO-TRUSTEE, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PREPARE TAXES, PROVIDE GUIDANCE, COACH THROUGH FINANCIAL DECISIONS, AND MAINTAIN BENEFICIARY LIST; 7) NAME OF OTHER BUSINESS: REBIRTH HOMES INC; INVESTMENT RELATED: NO; ADDRESS: 6529 RIVERSIDE AVE STE 100, RIVERSIDE, CA 92506; NATURE OF BUSINESS: BOARD; START DATE: 5/2013; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER & CHIEF FINANCIAL OFFICER: APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: BOARD GOVERNANCE & REPORT FINANCIAL INFORMATION TO BOARD - ACCOUNTING, TAX PREPARATION, BUDGETING, TRAINING & OVERSIGHT;

Exams

• S66 Uniform Combined State Law Examination
  1999-12-20

Designations

Other Names

• Lynette Eileen Ludwig