Benjamin Packard
Lula Financial · Oakland, California
Benjamin Packard is a fee-only financial advisor at Lula Financial in Oakland, California. Lula Financial reports charging a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Lula Financial |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Subscription · Fixed fees |
| SEC registration | Investment adviser representative in CA · CRD 6932393 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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Questions about Benjamin
Is Benjamin Packard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Lula Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Lula Financial, reports charging a subscription and fixed fees on its SEC Form ADV.
Where is Benjamin Packard based?
Benjamin Packard is based in Oakland, California.
Is Benjamin Packard registered with the SEC?
Yes. Benjamin Packard is registered as an investment adviser representative in CA (CRD 6932393), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Benjamin Packard?
Contact details aren't on file yet. Search for Lula Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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