June M. Cachola
Professional summary
June Marie Cachola, who also goes by June Applegate, June M Cachola, is a registered financial advisor currently at CENTRICITY FINANCIAL LLC located in Newport Beach, California.
June is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. June has worked at 10 firms and has passed the Series 66, Series 63, Series 82TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view June Marie Cachola's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 20, 2018 - Present
CENTRICITY FINANCIAL LLC
Office #1: 5000 Birch Street Suite 3000, Newport Beach, CA 92660October 21, 2019 - December 4, 2020
TIGERBRIDGE CAPITAL
March 7, 2016 - November 1, 2017
CUSO FINANCIAL SERVICES, L.P.
March 7, 2016 - November 1, 2017
CUSO FINANCIAL SERVICES, L.P.
May 19, 2015 - January 8, 2016
KINECTA FINANCIAL & INSURANCE SERVICES
April 7, 2015 - December 23, 2015
LPL FINANCIAL LLC
April 7, 2015 - December 23, 2015
LPL FINANCIAL LLC
February 28, 2014 - December 18, 2014
LPL FINANCIAL LLC
February 28, 2014 - December 18, 2014
LPL FINANCIAL LLC
October 31, 2011 - February 28, 2014
CUSO FINANCIAL SERVICES, L.P.
October 31, 2011 - February 28, 2014
CUSO FINANCIAL SERVICES, L.P.
January 22, 2007 - September 29, 2011
CUNA BROKERAGE SERVICES, INC.
January 22, 2007 - September 29, 2011
CUNA BROKERAGE SERVICES, INC.
April 11, 2005 - January 24, 2007
CUSO FINANCIAL SERVICES, L.P.
December 2, 2002 - January 24, 2007
CUSO FINANCIAL SERVICES, L.P.
August 19, 2002 - December 3, 2002
GATEWAY INVESTMENT SERVICES, INC.
August 22, 2000 - August 23, 2002
ESSEX NATIONAL SECURITIES, LLC
October 23, 1997 - July 26, 2000
GATEWAY INVESTMENT SERVICES, INC.
September 8, 1994 - September 24, 1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
October 22, 1993 - February 25, 1994
SUNAMERICA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/20/2018)
Exams
Series 82TO
Date: 12/22/2022
Limited Representative-Private Securities OfferingsCurrent Firm
CENTRICITY FINANCIAL LLC
CRD#: 145561 / SEC#: 801-72712
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 9,100,000 |
Red Flags
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