Ling Lu (CRD# 4596886) is an Investment Advisor Representative working at Ifmgroup in Monrovia, CA and has over 20 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| All American Insurance Services LLC | Monrovia, CA | Aug 2017 - Current | 6 |
| Investment & Financial Management Group | Cupertino, CA | Nov 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$102,059
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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