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William Albert Lupien

LA PLATA RIVER PARTNERS, LLC·LIBERTY LAKE, Washington
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

William Albert Lupien is a registered financial advisor based in LIBERTY LAKE, Washington, affiliated with LA PLATA RIVER PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LA PLATA RIVER PARTNERS, LLC
LA PLATA
AUM
$53M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LA PLATA RIVER PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 314610
Firm CRD# 165988
View on FINRA BrokerCheck →

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05

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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Other Advisors at LA PLATA RIVER PARTNERS, LLC

Brian Patrick Lupien
LIBERTY LAKE, WA

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Research
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