Chieh Lu
Chieh Lu is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honolulu, HI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
999 Bishop Street, Floor 2, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chieh owns rental real estate property since 2010, dedicating minimal time to it. He also works as an associate/employee for First Hawaiian Advisors and First Hawaiian Bank, spending about a quarter to half of his time on each, and provides life insurance products through First Hawaiian Bank.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations25 states
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