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William Albert Lupien

LA PLATA RIVER PARTNERS, LLC·LIBERTY LAKE, Washington
Series 1, Series 40, Series 63, Series 65Clean recordLA PLATA RIVER PARTNERS, LLC
2310 N MOLTER ROAD #309, LIBERTY LAKE, WA 92270-1981CRD# 314610Firm CRD# 165988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Albert Lupien · LIBERTY LAKE, WA
Registration
CRD #314610 · LA PLATA RIVER PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 1
Series 40
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LA PLATA RIVER PARTNERS, LLC
CRD 165988 · SEC 801-77353
AUM
$53M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by LA PLATA RIVER PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at LA PLATA RIVER PARTNERS, LLC →
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Frequently Asked Questions

What services does William Albert Lupien offer?
William Albert Lupien specializes in Retirement Planning. Contact their office in LIBERTY LAKE, Washington for a consultation.
What are William Albert Lupien's credentials?
William Albert Lupien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Albert Lupien located?
William Albert Lupien is based in LIBERTY LAKE, Washington, working with LA PLATA RIVER PARTNERS, LLC. Their office serves clients in the LIBERTY LAKE metropolitan area and surrounding communities.
How does William Albert Lupien charge for services?
William Albert Lupien's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LA PLATA RIVER PARTNERS, LLC?
LA PLATA RIVER PARTNERS, LLC has approximately 3 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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