Paul Cheng Fa Lu

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Greenville, DE
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Greenville, DE

Other Businesses

POA FOR SISTER, INVESTMENT RELATED, TAIPEI TAIWAN, FAMILY MEMBER, BEGAN 8/28/2007, 1 HOUR/MONTH, DURING BUSINESS HOURS FOR ACCOUNT TRADING. POA FOR DAUGHTER, INVESTMENT RELATED, GREENVILLE DE, FAMILY MEMBER, BEGAN 6/2008, .5 HOUR/MONTH, DURING BUSINESS HOURS FOR ACCOUNT TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-11
• S63 Uniform Securities Agent State Law Examination
  1988-09-06

Other Names

• Paul Lu Lu
• Paul Chengfa
• Lu Chengfa
• Chengfa Lu