Lucas Navallo Santiago

Current Employers

Employment History

• 01/2026 → Present
  4:8 Financial
  Canby, OR
• 06/2025 → Present
  4:8 Financial
  Canby, OR
• 11/2023 → 06/2025
  Metro West Ambulance
  Hillsboro, OR
• 04/2023 → 11/2023
  Villasport
  Beaverton, OR
• 09/2022 → 03/2023
  Dixon Rec Center
  Corvallis, OR
• 02/2014 → 11/2018
  Cambridge College
  Santa Cruz
• 03/2018 → 04/2023
  Oregon State University
  Corvallis, OR

Other Businesses

Licensed Insurance Agent; Investment related: Yes; Location: 266 Northwest 1st Ave., Canby, Oregon, 97013; Description: Sale of fixed life insurance and annuity products to advisory clients as a licensed insurance agent, offered as an additional service alongside the firm's investment and planning work. I gather client information and in-force policy details and provide them to an unaffiliated life insurance brokerage general agency (Exclusive BGA), which handles product research, quoting, and case design. I serve as the agent of record and the client's point of contact, guiding them through the process and setting expectations. I receive a commission from the issuing carrier when a policy is placed. Carrier contracts are held individually and are expected to expand over time as cases require. Responsibilities Duties: Gathering client insurance and annuity information and statements; coordinating with the brokerage general agency on quoting and product selection; serving as agent of record and primary client contact; guiding clients through application, underwriting, and placement; Start date: 2026-06-22; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person at the organization: Tommy Brown / Exclusive BGA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-15