Lula Financial
Lula Financial (CRD# 293538) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lula Financial
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
Compensation Options
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lula Financial
1
Benjamin Packard (CRD# 6932393) is an Investment Advisor Representative working at Lula Financial in Oakland, CA and has over 6 years of experience in the finance industry.
2
Derrick Lewis (CRD# 7497646) is an Investment Advisor Representative working at Lula Financial in Clayton, NC and has over 2 years of experience in the finance industry.
3
Amie Shapiro (CRD# 7261476) is an Investment Advisor Representative working at Lula Financial in Oakland, CA and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.