Virginia Wu, financial advisor Lone Tree CO

Virginia Wu

CRD Number: 6386780
Current Firm: A & I Wealth Management

Virginia Wu (CRD# 6386780) is an Investment Advisor Representative working at A & I Wealth Management in Lone Tree, CO and has over 9 years of experience in the finance industry. Virginia Wu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
A&i Wealth Management Lone Tree, CO Jan 2023 - Current 1
Geneos Wealth Management Lone Tree, CO Jul 2021 - Current 2
A&i Financial Services LLC Lone Tree, CO Jul 2021 - Current 2
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Jul 2021 3
Fidelity Investments Durham, NC Apr 2014 - Jul 2021 7
Hilton Garden Inn Morrisville, NC Jun 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Virginia H. Wu
Phone Number: 303-690-5070
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    412
    MILLIONS
  • Total Number of Accounts
    1,783
    ACCOUNTS
  • Average Account Value
    $231,125
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, MI, NE, TX, UT

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