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

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
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.

Financial Advisors at Lula Financial

Showing 1 - 3 of 3 top financial advisors.

Benjamin Packard

CRD#: 6932393

Oakland, CA

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.

Derrick Lewis

CRD#: 7497646

Clayton, NC

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.

Amie C. Shapiro

CRD#: 7261476

Oakland, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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