Judy Lullo is a CFP-designated registered investment advisor, based in Houston, TX, with 34 years of industry experience. Judy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
11211 Katy Freeway, Suite 290, Houston, TX, 77079
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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
Judy is an independent insurance agent for various independent insurance agencies, dedicating a few hours per week to this activity. She is also an advisory representative of a RIA, spending about half her time in this role, and an IAR DBA with Nettworth Financial Group, spending about a quarter of her time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Intersecurities, INC.Broker
Intersecurities, INC.
Proequities, INC.Broker
Securities America, INC.Broker
Sun Investment Services CompanyBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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