Albert Wu
Albert Wu is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Reston, VA, with 12 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
11790 Sunrise Valley Dr, Suite 103, Reston, VA, 20191
Get directionsHistory
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 Activities
Albert is a shareholder of neXco Inc since 2017 and an officer (Treasurer) for The ServiceSource Foundation since 2022, dedicating minimal time to the latter. He also owns Wu Financial Services LLC, affiliated with OSJ Freedom Street, taking about half of Albert's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.