Michael Lupton Email & Phone Number

By focusing on each investor’s specific needs, I develop customized strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and institutional investors since 1996. My experience — throughout major shifts in the markets — enables me to help my clients structure balanced portfolios to address their long term needs consistent with their risk tolerance. I hold a B.S in Computer Science from the United States Naval Academy and a MBA with a Finance Concentration from Duke University (The Fuqua School of Business).I hold the Series 7,9,10,31,63 and 66 registrations. Additionally, I am licensed in insurance.I served as a Helicopter Pilot in the United States Marine Corps for eight years where I was awarded both the Naval Achievement and Humanitarian Service Medals. I participated in Operations Desert Storm and Restore Hope. Please visit my website at http:/www.WellsFargoAdvisors.com/Michael.Lupton for more information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals.This information is intended for use by residents of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, and VT only.CA Insurance Producer License # 0M37974. Resident State: NJ. Please contact me by email (Michael.Lupton@WFAdvisors.com) or by Phone (908) 518-7997. I cannot respond to messages through LinkedIn InMail./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Alternative Investments, Equities, Securities, and 9 others.