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Irma Lucia Puga lule is a registered investment advisor representative at Fisher Investments. Irma Lucia Puga lule has been in the financial industry since September 2024, and is currently registered with the state of Texas. Irma Lucia Puga lule has passed the Uniform Investment Adviser Law Examination. Irma Lucia Puga lule specializes in providing investment advisory services to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, insurance companies, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/04/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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