Bing Lu (CRD# 2683379) is an Investment Advisor Representative working at Vesta Investment Advisors, LLC in Brookline, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vesta Investment Advisors, LLC | North Bethesda, MD | Mar 2017 - Current | 7 |
| Vesta Investment, Inc. | Rockville, MD | Sep 2015 - Mar 2017 | 1 |
| Fannie Mae | Washington, DC | Sep 2000 - Aug 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- MD
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$1,313,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
MD
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