John Lui (CRD# 5188925) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 17 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpha Solutions Investment Advisors | San Francisco, CA | Mar 2011 - Current | 13 |
| Chatham Wealth Management | Chatham, NJ | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
- NJ
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Total Assets Under Management506MILLIONS
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Total Number of Accounts351ACCOUNTS
-
Average Account Value$1,442,312
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, DE, FL, NC, NH, NJ, NY, OR, PA, SC, TX
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