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@wellsfargo.com
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1 phone found area 888
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LinkedIn matched
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David Lu is listed as Managing Director - Investments, Senior PIM Portfolio Manager at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 888, and a matched LinkedIn profile for David Lu.
David Lu previously worked as Managing Director - Investments at Wells Fargo Advisors and Senior Vice President | Financial Advisor at Morgan Stanley. David Lu holds Ba, Economics from University Of California, San Diego.
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AeroLeads found 1 current-domain work email signal for David Lu. Compare company email patterns before reaching out.
Please contact me by email david.g.lu@wellsfargoadvisors.com or by phone 858-248-8817. I cannot respond to messages through LinkedIn.As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, MA, MD, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OK, OR, TX, VA, WA, and WI only.CA Insurance License Number: 0C65114. Resident State [CA]/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Electronic Trading, Exchange Connectivity, Options, Trading Systems, and 42 others.
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Greater San Diego Area
I was brought over as a Managing Director - Investments and Senior PIM Portfolio Manager to provide affluent and high net worth clients integrated investment plans to help marry their personal and life goals to their financial situation. Through Wells Fargo Advisor’s robust platform, I am able to provide clients with unlimited strategies to their financial.
San Diego, CA
I served as a Senior Vice President in the Global Wealth Management department to provide affluent and high net worth clients integrated financial plans, investment management and banking and lending services. Through Morgan Stanley's platform, I gave the full service experience to clients through many platforms including managed investment platform.
I worked with clients of Wells Fargo Bank to provide investment, trust and estate and insurance Services. I provided access to banking services through Wells Fargo affiliates. The Private Bank catered to affluent and high net worth clients. The main areas of service focus included Investment management through brokerage and agency accounts, trust and.
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Phil Winterson
Colleague at Wells Fargo Advisors
Beverly Hills, California, United States, United States
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JL
Jennifer Lawrence
Colleague at Wells Fargo Advisors
Wood River, Illinois, United States, United States
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KR
Karen Richards, Cfp®, Cima®, Mba
Colleague at Wells Fargo Advisors
Bellingham, Washington, United States, United States
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BD
Beatrice Dufort
Colleague at Wells Fargo Advisors
Aston, Pennsylvania, United States, United States
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PF
Paul Favours Ii
Colleague at Wells Fargo Advisors
Old Bridge, New Jersey, United States, United States
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JH
John Haliburton
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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DF
David Femi
Colleague at Wells Fargo Advisors
Middletown, Delaware, United States, United States
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JM
Jason Minard
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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HF
Hal Finberg
Colleague at Wells Fargo Advisors
Greater Houston, United States
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GB
Gekaitha Broom
Colleague at Wells Fargo Advisors
Red Oak, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
David Lu works for Wells Fargo Advisors.
David Lu is listed as Managing Director - Investments, Senior PIM Portfolio Manager at Wells Fargo Advisors at Wells Fargo Advisors.
AeroLeads has found 1 work email signal at @wellsfargo.com for David Lu at Wells Fargo Advisors.
AeroLeads has found 1 phone signal(s) with area code 888 for David Lu at Wells Fargo Advisors.
David Lu is based in San Diego County, California, United States while working with Wells Fargo Advisors.
David Lu has worked for Wells Fargo Advisors and Morgan Stanley.
David Lu's colleagues at Wells Fargo Advisors include Phil Winterson, Jennifer Lawrence, Karen Richards, Cfp®, Cima®, Mba, Beatrice Dufort, and Paul Favours Ii.
You can use AeroLeads to view verified contact signals for David Lu at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
David Lu holds Ba, Economics from University Of California, San Diego.
David Lu is listed with skills including Electronic Trading, Exchange Connectivity, Options, Trading Systems, Equity Derivatives, Trading System, Equity Trading, and Market Data.
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