Hsien
Lu

Axa Advisors, LLC

CRD#1107481
Investment Advisor
in Rowland Heights, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Hsien Lu is a financial advisor operating out of Rowland Heights, California, with a total of 20 years in the industry. Lu is an employee of Axa Advisors, LLC. They have spent all of their career at Axa Advisors, Llc. Lu maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Axa Advisors, LLC is a registered investment company operating out of Rowland Heights, California. The investment advisory business has offices in 844 locations and a total of 5,930 people on staff. It administers $17 billion in total assets between its 55,104 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 156 charities and foundations. Of its 55,104 client accounts, 43% are held by high-net-worth investors who have at least $1 million in investable assets. Axa Advisors, LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on which services are provided. Fees charged by Axa Advisors, LLC can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Rowland Heights, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$17,011,439,927

CA Average: $7,464,549,021
Total Number of Employees

5,930

CA Average: 88
Total Number of Accounts

55,104

CA Average: 3,892
Average Account Size

$308,715

CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Hsien Lu Work History

Hsien has 21 years of experience.

1999 - Present (21 years)

Axa Advisors, LLC

Disclosures

Hsien Lu has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axa Advisors, LLC

Anthony Costabile
New York, NY
Filipp Zaytsev
New York, NY
David Goettelmann
Charlotte, NC
Megan Sedberry
Charlotte, NC
Christopher Reese
Golden, CO
Roy Morris
Tucson, AZ
Ryan Kay
Las Vegas, NV
Alexander Bianco
Buffalo, NY

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started