Frank Lupu (CRD# 5533937) is an Investment Advisor Representative working at Lupu Financial in Newport Beach, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lupu Insurance Services, LLC | Boise, ID | Aug 2023 - Current | < 1 |
| Lupu Financial Services, LLC | Boise, ID | Jan 2021 - Current | 3 |
| Lupu Realty | Boise, ID | Mar 2020 - Mar 2021 | 1 |
| Securities America, Inc. | Boise, ID | Apr 2014 - Feb 2021 | 6 |
| Securities America Advisors | Boise, ID | Feb 2020 - Jan 2021 | < 1 |
| Cooper Financial Group | Boise, ID | Apr 2014 - Feb 2020 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- CA
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$138,298
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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