Lulu Z. Alaqili
Professional summary
Lulu Zamel Alaqili, who also goes by Lulu Z Alaqili, Lulu Zamel Alaqili, is a registered financial advisor currently at CACHE ADVISORS LLC located in New York, New York and CACHE SECURITIES LLC located in San Francisco, California.
Lulu is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Lulu has worked at 3 firms and has passed the Series 66, Series 7TO, Series 99TO, SIE and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lulu Zamel Alaqili's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2026 - Present
CACHE ADVISORS LLC
January 14, 2026 - Present
CACHE SECURITIES LLC
Office #1: 921 Front St 2nd Floor, San Francisco, CA 94111July 23, 2025 - January 23, 2026
BETTERMENT SECURITIES
Primary Firm SEC Registration
CACHE ADVISORS LLC
CRD#: 323063 / SEC#: 801-126849
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/23/2026)
(6/23/2026)
(6/23/2026)
(6/23/2026)
Exams
Series 7TO
Date: 3/9/2026
General Securities Representative ExaminationSeries 99TO
Date: 12/19/2025
Operations Professional ExaminationFINRA
Current Firm
CACHE ADVISORS LLC
CRD#: 323063 / SEC#: 801-126849
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 962,105,612 |
Red Flags
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