Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lupo is a financial advisor with Valic Financial Advisors, Inc. Christopher has been in the industry since December 2022 and is registered with the state of Washington. Christopher's firm manages assets for individuals, high net worth individuals, and corporations or other businesses. Christopher has a Series 7TO, Series 66, and SIE licenses. Christopher is also an agent for AGIA, selling non-securities insurance products.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
A percentage of the total value of assets under management is charged.
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2
WA
08/24/2023 - Present
Valic Financial Advisors, Inc. (WENATCHEE WA)
WA
12/19/2022 - 08/29/2023
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 01/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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