Dennis Lulay
Dennis Lulay is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stayton, OR, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1171 N. First Avenue, Stayton, OR, 97383
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is an independent broker selling fixed life and annuity products since 2005, dedicating a few hours per week to this activity. He is also an independent contractor and business consultant for Lulay Financial Services LLC, taking about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
State Registrations39 states
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