Scott Lunine

Insurance Agent at Waddell & Reed in Brea, CA

About

Managing Principal for Brea/Ontario Divisions of Waddell & Reed: specializing in Comprehensive Financial Planning including retirement, estate, tax and college planning, as well as insurance/risk management & Long Term Care needs.

Address
1 Pointe Dr Suite 210 in Brea, CA 92821
Info
Year started: 1991

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Peer Endorsements

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Specialties

  • Annuities
  • Life
  • Long-term care
  • Small Business

Servicing

Credentials

Licenses

Series 24
Series 66
Series 7

Associations

GAMA
NAIFA

Accomplishments

Awards

Frontline Leader Award
International Management Award
Circle of Champions

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Managing Principal