Axa Advisors, LLC
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About this Advisor
Hsien Lu is a financial advisor whose office is in Rowland Heights, California. Currently an advisor with Axa Advisors, LLC, they have accrued 19 years of professional experience as a financial advisor. Lu holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Lu is able to serve customers based out of California. Lu has spent their entire career at Axa Advisors, LLC. Axa Advisors, LLC is headquartered in Rowland Heights, California, and has 844 other locations across the United States. In aggregate, Axa Advisors, LLC manages $15 billion in assets throughout 52,116 accounts and retains more than 5,774 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 8,811 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 34% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Axa Advisors, LLC provides 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. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Axa Advisors, LLC Brokerage Details
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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 19 years of experience.
Axa Advisors, LLC
Hsien Lu has no disclosures.
Please visit their SEC profile for more details.