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David Chen-yu Lu

Lodestone Capital Solutions LLC

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About David Chen-yu Lu

David Chen-yu Lu is a registered Investment Advisor Representative associated with Lodestone Capital Solutions LLC in Torrance, California. David has a strong background in financial services, with experience at firms such as Ameriprise Financial Services, Inc. and Farmers Financial Solutions, LLC. David holds the Series 6, 7, and 63 licenses and is a Certified Financial Planner. David has a strong focus on financial planning and portfolio management. Lodestone Capital Solutions LLC specializes in providing financial planning and investment management services to individuals and businesses. David has 2 high-net-worth clients and 3 other clients, with a total of $4 million in assets under management.

Firm Information

David Lu is currently registered with Lodestone Capital Solutions LLC. Lodestone Capital Solutions LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, and portfolio management services for individuals and businesses. They manage approximately $4,000,000 in assets for 8 clients, including 2 high-net-worth individuals with $3,500,000 in assets and 3 individuals other than high-net-worth individuals with $500,000 in assets.

$4.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Lu’s Registration & Firm History

CA

04/19/2011 - Present

Lodestone Capital Solutions LLC (TORRANCE CA)

CA

03/24/2009 - 05/11/2009

AMERIPRISE FINANCIAL SERVICES, INC. (PASADENA CA)

CA

01/20/2005 - 12/31/2007

FARMERS FINANCIAL SOLUTIONS, LLC (LAWNDALE CA)

CA

01/20/2003 - 02/20/2004

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

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Licenses & Designations

BC

Issued 02/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2009

Series 7 - General Securities Representative Examination

BC

Issued 01/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Chen-yu Lu.
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