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Justin Lu

Leerink Partners LLC

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About Justin Lu

Justin Lu is a financial advisor who joined Leerink Partners LLC in August 2018. Justin has held a Series 63 license since August 2018, as well as the Series 79 and the Securities Industry Essentials (SIE) exam. Justin holds active registrations in both New York and North Carolina.

Firm Information

Justin Lu is currently registered with Leerink Partners LLC. Leerink Partners LLC is a Limited Liability Company formed in July 2007. It is registered in all 50 states and the District of Columbia. The firm has one SEC registration and is actively registered with state regulators.

Not reported

Assets Under Management

Not reported

Total Clients

76

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.

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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Justin Lu’s Registration & Firm History

NC

08/15/2018 - Present

Leerink Partners LLC (Charlotte NC)

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Licenses & Designations

BC

Issued 08/10/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Lu.
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