Frank Lupu, financial advisor Irvine CA
93 score

Frank Lupu

CRD Number: 5533937
Current Firm: Cooper Mcmanus

Frank Lupu (CRD# 5533937) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Camarillo, CA Apr 2014 - Current 2
Cooper Financial Group Camarillo, CA Apr 2014 - Current 2
Edward Jones St. Louis, MO May 2008 - Apr 2014 5
Wachovia Corporation Westlake Village, CA Jan 2008 - May 2008 < 1
Washington Mutual Bank, Fa Chatsworth, CA Jul 1999 - Jan 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Frank J. Lupu
Phone Number: 800-516-5333
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    403
    MILLIONS
  • Total Number of Accounts
    2,153
    ACCOUNTS
  • Average Account Value
    $187,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, NC, NE, NH, NJ, NM, NV, OR, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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