Lucas Navallo santiago
Investment adviser representative at 4:8 Financial
12 yearsExperience
1 stateRegistered in
$318MFirm assets
1 yearFirm in business
Are you Lucas Navallo santiago? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- 4:8 FinancialJun 2025 to now
- Metro West AmbulanceNov 2023 to Jun 2025
- VillasportApr 2023 to Nov 2023
- Dixon Rec CenterSep 2022 to Mar 2023
- Oregon State UniversityMar 2018 to Apr 2023
- Cambridge CollegeFeb 2014 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
4:8 Financial
Legal name: Carlson Financial, Inc.
$318MAssets managed
834Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8123261
- Firm CRD
- 335831