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San Marino Investment Services - Jim Lund & Mark Wiacek

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Address:
2596 Mission Street, Suite 200
San Marino, CA 91108
Phone:
626-423-6350
Fax/Other:
626-423-6886
E-mail:
info@sanmarinois.com
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James Fanning

Jim Lund

CERTIFIED FINANCIAL PLANNER

Phone

626-423-6855

Email

jim@sanmarinois.com

Fax

626-423-6886

Website

www.sanmarinois.com

Securities offered through Cabot Lodge Securities, LLC (CLS), Member FINRA / SIPC | 425 N. Martingale Road, Suite 1220, Schaumburg, IL 60173 (212) 388-6200.

Advisory Services offered through CL Wealth Management, LLC, an SEC Registered Investment Advisor.

San Marino Investment Services is not controlled by or a subsidiary of Cabot Lodge Securities, LLC or CL Wealth Management, LLC.

To view the CLS Customer Relationship Summary (Form CRS) please visit https://clsecurities.com/wp-content/uploads/2023/12/Form-CRS-1123.pdf

Cabot Lodge Securities, LLC - Privacy Notice

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