Members

Jake Lockhart

Kelowna
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jake Lockhart

Member Bio

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Specializations

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Designation(s)

CFP (Canada)
CIM
CLU

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

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Education

College

Assets Under Management

Practice Size

Investment License

Securities

Provinces Licensed (Investment)

Alberta
British Columbia
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