Lily
Lu
Osaic Wealth, Inc
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About this Advisor
Lily Lu is a financial advisor based in Diamond Bar, California, working with Osaic Wealth, Inc. Lily has previously held positions at Securities America, Inc, Securities America Advisors, Inc, and Osaic Wealth, Inc. Lily has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Lily is part of Osaic Wealth, Inc, which operates out of Diamond Bar, California. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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
Lily Lu Work History
Osaic Wealth, Inc
Osaic Wealth, Inc
Securities America Advisors, Inc
Securities America, Inc
Disclosures
Please visit the SEC profile of Lily Lu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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