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Elaine Maria Lugo

Destination Wealth Management

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About Elaine Maria Lugo

Elaine Maria Lugo is a financial advisor at Destination Wealth Management in Walnut Creek, CA. Elaine has been in the financial services industry since 1993, and holds the Series 6, 7, 63 and 65 licenses. Elaine specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. Elaine also provides financial planning and portfolio management services.

Firm Information

Elaine Lugo is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elaine Lugo’s Registration & Firm History

CA

12/17/2010 - Present

Destination Wealth Management (WALNUT CREEK CA)

OH

07/11/1999 - 06/30/2005

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

CA

08/11/1997 - 07/14/1999

EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)

MA

07/09/1997 - 05/19/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/09/1997 - 05/19/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

OH

07/03/1995 - 07/23/1997

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

MA

09/14/1993 - 07/07/1995

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 11/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/1996

Series 7 - General Securities Representative Examination

BC

Issued 09/13/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Elaine Maria Lugo. Review regulatory record here.
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