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LA

Lulu Z. Alaqili

CACHE SECURITIES
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 5104565
LA

Professional summary

Lulu Zamel Alaqili, who also goes by Lulu Z Alaqili, Lulu Zamel Alaqili, is a registered financial professional currently at CACHE SECURITIES LLC located in San Francisco, California.

Lulu is registered as a RR (Registered Representative) and started their career in finance in 2025. Lulu has worked at 2 firms and has passed the Series 7TO, Series 99TO, SIE and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lulu Z Alaqili | Lulu Zamel Alaqili

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lulu Zamel Alaqili's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 14, 2026 - Present

CACHE SECURITIES LLC

Office #1: 921 Front St 2nd Floor, San Francisco, CA 94111
BD
CRD#: 319607
San Francisco, CA
Past

July 23, 2025 - January 23, 2026

BETTERMENT SECURITIES

BD
CRD#: 47788
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 3/9/2026
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 12/19/2025
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/28/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 7/23/2025
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CACHE SECURITIES LLC
CACHE SECURITIES LLC | DOJIMA SERVICES LLC

CRD#: 319607 / SEC#: , 8-70913

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
921 Front St 2nd Floor, San Francisco, CA 94111
Mailing Address
921 Front St 2nd Floor, San Francisco, CA 94111
Phone number
(650) 533-1528
Established
Delaware since 02/22/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CACHE FINANCIALS, INC.SOLE MEMBER
CROSS, ANNAFINOP, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER5894013
GARIBAY, ELISA MARIECHIEF EXECUTIVE OFFICER5154488
HANUS, BRADLEY JAMESCHIEF COMPLIANCE OFFICER5487896

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CACHE SECURITIES LLC

CRD#: 319607San Francisco, CA 94111

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