Orlando Luna, financial advisor Houston TX
90 score

Orlando Luna

CRD Number: 5988146
Current Firm: Cpr Investments Inc.

Orlando Luna (CRD# 5988146) is an Investment Advisor Representative working at Cpr Investments Inc. in Houston, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cpr Financial Group Houston, TX Jan 2016 - Current < 1
Cpr Investments Inc. Houston, TX Jan 2016 - Current < 1
Hbw Advisory Services LLC Simi Valley, CA Oct 2011 - Dec 2015 4
Hbw Insurance & Financial Services Houston, TX Jan 2011 - Dec 2015 4
Discount Tire Co Houston, TX Feb 2010 - Jan 2011 < 1
Unemployed Houston, TX Sep 2009 - Feb 2010 < 1
Sherwin Williams Paint Co Houston, TX Nov 2003 - Sep 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Orlando I. Luna
Phone Number: 800-213-1164
Registered State(s):
  • TX
Current Firm Details
Cpr Investments Inc.
Firm's CRD Number: 139067
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $111,590
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MI, NM, NV, NY, OR, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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