Joseph Lu, financial advisor Newport Beach CA

Joseph Lu

CRD Number: 4668763
Current Firm: Conscious Capital Advisors

Joseph Lu (CRD# 4668763) is an Investment Advisor Representative working at Conscious Capital Advisors in Newport Beach, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Conscious Capital Advisors, LLC La Mirada, CA Oct 2018 - Current 5
Yosemite Capital Management Tustin, CA Jan 2019 - Feb 2019 < 1
Cs Planning Corp. Portland, OR Sep 2018 - Dec 2018 < 1
Joseph J. Lu La Mirada, CA Sep 2016 - Sep 2018 2
Financial Advisors Network, Inc. Torrance, CA Mar 2015 - Aug 2016 1
Elements Financial Group Irvine, CA Feb 2013 - Feb 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
Contact Info for Joseph J. Lu
Phone Number: 213-282-7905
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $222,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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