Lumin Financial, LLC
Lumin Financial, LLC (CRD# 124138) is a financial advisory firm headquartered in Southfield, MI. They manage $101,485,510 in 373 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management101MILLION
Total Number of Accounts373ACCOUNTS
Average Account Value$272,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Victor Hicks (CRD# 2703057) is an Investment Advisor Representative working at Lumin Financial, LLC in Southfield, MI and has over 19 years of experience in the finance industry. Victor Hicks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Naoko McKelvey (CRD# 4418886) is an Investment Advisor Representative working at Lumin Financial, LLC in Southfield, MI and has over 14 years of experience in the finance industry.