Albert Lu (CRD# 4790617) is an Investment Advisor Representative working at Qurium Capital LLC in Chino Hills, CA and has over 20 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2238419
Lpl Financial LLC
CRD# 1414999
Baker Tilly Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Qurium Capital, LLC | Chino Hills, CA | Apr 2012 - Current | 12 |
| Iq Partners, LLC | Tacoma, WA | Aug 2003 - Dec 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2004 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$3,350,000
- 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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