Lucian F. Ioja
Professional summary
Lucian Florian Ioja, who also goes by Lucian Florian Ioja, Lucian Ioja, is a registered financial advisor currently at ORIS WEALTH DESIGNS LLC located in Southlake, Texas.
Lucian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lucian has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lucian Florian Ioja's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 9, 2020 - Present
ORIS WEALTH DESIGNS LLC
August 6, 2018 - March 25, 2021
FOUNTAINHEAD ADVISORS
April 9, 2004 - April 19, 2011
PARK AVENUE SECURITIES LLC
March 8, 2000 - November 30, 2000
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/9/2020)
Exams
Current Firm
ORIS WEALTH DESIGNS LLC
CRD#: 308463 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 2,000,000 |
Red Flags
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