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Financial ADVSR advisor directory · SEC adviser records

Lula Financial financial advisors in Oakland, CA

Every SEC-registered investment adviser representative at a Lula Financial office in Oakland, A to Z.

The short answer

3 registered advisors work at Lula Financial in Oakland, out of 3 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lula Financial advisors in Oakland, A to Z

Every Lula Financial advisor →

Lula Financial advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Oakland

All Oakland advisors →

Morgan Stanley 51Infinity Financial Services Advisory 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 18Liberty Wealth Management, LLC 14J.P. Morgan Securities LLC 11Strategic Advisers LLC 9Wealth Enhancement Advisory Services, LLC 7State Farm Investment Management Corp. 6LPL Financial LLC 5Forusall 4Valic Financial Advisors, Inc. 4

Questions

How many financial advisors does Lula Financial have in Oakland?

3 investment adviser representatives are registered at Lula Financial offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Lula Financial one of the largest advisor employers in Oakland?

Lula Financial ranks number 15 in Oakland by registered advisors; Morgan Stanley has the most, with 51.

How do I check a Lula Financial advisor in Oakland?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lula Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.