Lucy Rojo

Current Employers

Employment History

• 01/2023 → Present
  Transamerica Financial Advisors, Inc
  Woodland Hills, CA
• 03/2017 → Present
  World Financial Group, Inc.
  Woodland Hills, CA
• 06/2002 → Present
  Alliance Naturopathic Group, Inc.
  Long Beach, CA
• 05/2026 → Present
  Inheritguard, Llc
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ALLIANCE NATUROPATHIC GROUP, INC./Investment Related - No/4201 Long Beach Blvd., 430, Long Beach, CA 90807 and 877.568.4568/Natural Medicine clinic- patient consultation, management, education and treatments with supplements, nutrition and hormone balancing. Diagnostic work up and follow-up./Naturopathic Doctor/06.2002/40/8/Marketing/Networking activities; determine, plan and execute patient healthcare needs.Conduct patient interviews amp;perform physical exams, order labs and interprete to determine most appropriate therapies. INHERITGUARD, LLC POSITION: N/A NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/04/2026 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-05
• S63 Uniform Securities Agent State Law Examination
  2021-12-05

Other Names

• Lucy Ann Carmelita Rojo
• Lucy Ac Rojo