Luis Humberto Whu

Employer firm

Lulla Wealth Financial CRD 310592

$17.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• TAX PLANNING, ESTATE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 12/2016
  Bankers Life And Casualty Co
  Casselberry, FL
• 05/2016 → 12/2016
  Bankers Life Securities, Inc.
  Casselberry, FL
• 12/2016 → 02/2021
  Lincoln Financial Securities Corporation
  Vero Beach, FL
• 01/2021 → Present
  Lulla Wealth Financial, Llc
  Vero Beach, FL

Previous Registrations

• 2018-11-01 → 2021-02-19
  Osaic Fs, Inc.
  Oviedo, FL
  Virginia Beach, VA
  Vero Beach, FL

Other Businesses

1. Luis H Whu Salazar Address of Other Business: 4915 13th Lane Vero Beach, FL 32966 Category: Real Estate Rental Investment-Related: Y e s Title: Owner Duties: maintains investment property in the state of Georgia and collects rent Start Date: 1 / 1 9 9 6 Hours per month: 2-3 hours Hours per month during trading hours: 2-3 hours 2. Luis H Whu Salazar 4731 N Highway A1A, Suite 227 Vero Beach, FL 32963 Category: Insurance Investment-Related: Y e s Title: agent Duties: offers accident & health insurance, disability insurance, fixed/indexed annuities, health savings accounts and traditional life insurance products. Start Date: 9 / 2 0 0 5 Hours per month: 10 Hours per month during trading hours: 10

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-29
• S63 Uniform Securities Agent State Law Examination
  2017-11-22

Other Names

• Luis Whu-Salazar
• Luis Humberto Whu-Salazar