Li Lu (CRD# 6466577) is an Investment Advisor Representative working at Inceptionr LLC in Lafayette, CA and has over 3 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inceptionr LLC | Lafayette, CA | Aug 2021 - Current | 2 |
| Inceptionr LLC | Lafayette, CA | Apr 2019 - Current | 5 |
| Self-employed | Lafayette, CA | Oct 2018 - Apr 2019 | < 1 |
| Sentient Investment Mgmt. | San Francisco, CA | Mar 2018 - Oct 2018 | < 1 |
| Self-employed | Lafayette, CA | Apr 2016 - Mar 2018 | 1 |
| Teza Technologies | Austin, TX | Mar 2015 - Apr 2016 | 1 |
| Bank Of New York Mellon | San Francisco, CA | Jul 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- CA
-
Total Assets Under Management838MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$419,064,930
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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