Sheng Luo (CRD# 7043750) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 5 years of experience in the finance industry.
CRD# 3082569
Schneider Wealth Management
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | San Jose, CA | Jun 2024 - Current | < 1 |
Citigroup | San Francisco, CA | Sep 2020 - Jun 2024 | 3 |
Ubs Financial Services Inc. | San Francisco, CA | Jul 2020 - Sep 2020 | < 1 |
Citigroup | San Francisco, CA | Jul 2018 - Jul 2020 | 2 |
Unemployed | Fuzhou, | Apr 2018 - Jun 2018 | < 1 |
Hsbc Bank | Guangzhou, | Apr 2016 - Apr 2018 | 2 |
Guangdong Univeristy Of Foreign Studies | Guangzhou, | Sep 2015 - Jun 2016 | < 1 |
Unemployment | Englewood, CO | Sep 2014 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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