Lily Lu Location
- Diamond Bar, CA, US
Lily Lu Work
- 2024 -now CFP and Advisor @ Osaic
- 2010 -2024 CFP and Registered Representative @
- 2003 -2009 Financial Advisor @
Lily Lu Skills
- Investments
- Series 7
- Mutual Funds
- Retirement Planning
- Uniform Combined State Law
- Series 63
- Wealth Management
- College Savings Plans
Lily Lu Summary
- Lily Lu, based in Diamond Bar, CA, US, is currently a CFP and Advisor at Osaic. Lily Lu brings experience from previous roles at Securities America, Inc. Member FINRA/SIPC and Bank of America. With a robust skill set that includes Investments, Series 7, Mutual Funds, Retirement Planning, Uniform Combined State Law and more. Lily Lu has 3 emails and 6 mobile phone numbers on RocketReach.
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