Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Packard is an investment advisor representative at Lula Financial. Benjamin has been in the industry since January 2010. Benjamin Packard is licensed to provide investment advice in California. Benjamin holds the Series 65 license. Benjamin has also worked as a self-employed professional. Benjamin Packard currently produces videos for non-profits. Lula Financial provides financial planning, portfolio management for individuals and investment advice to individuals other than high net worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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CA
08/10/2018 - Present
Lula Financial (OAKLAND CA)
IA
Issued 02/08/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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