Arturo Ynocencio casanova Lumpkin
Investment adviser representative at Tar River Wealth Planning, LLC
19 yearsExperience
2 statesRegistered in
$401.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Tar River Wealth Planning, LLCJan 2024 to now
- The Lumpkin GroupSep 2017 to Dec 2023
- J. Parker Lumpkin Financial ConsultantsJun 2007 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Tar River Wealth Planning, LLC
$401.2MAssets managed
483Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5373714
- Firm CRD
- 328530