Eric Vinh Lu

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

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

Current Employers

Employment History

• 04/2007 → Present
  Eric Lu Insurance Agency
  Tucker, GA
• 04/2007 → Present
  State Farm Vp Management Corp.
  Tucker, GA
• 06/2023 → Present
  State Farm Investment Management Corp
  Tucker, GA

Other Businesses

1) LU PROPERTIES, LLC 5755 LAWRENCEVILLE HIGHWAY TUCKER, GA 30084; OWNER; NON-INVESTMENT-RELATED; 03/2007-PRESENT; LLC-REAL ESTATE; RENTING/LEASING; 2 HRS/MTH-NONE DURING TRADING HOURS 2) LU Properties Puerto Rico, LLC; Non-Investment-Related; 511 Glenns Farm Way, Grayson, GA 30017; 11/1/2018; 1 HR/MO & 0 HR/MO; retirement purposes 3) Eric Lu Insurance Agency; Investment-related; 5755 Lawrenceville Hwy Tucker, GA 30084-1919; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2004; 80; 80; Service customers and supervise employees 4) Chinese-American Lions Club; Non-Investment-related; 400 Peachtree Industrial Blvd. Ste 6, Suwanee, GA 30024; Organization; Board Member; None; 11/01/2010; 8; 0; None 5) Eric Lu - Property #1 (Personally Held Real Estate); investment-related; 6038 Wintergreen Rd Norcross, GA 30093; Investment or Commercial Property; Owner; none; 2/21/2009; 1; 0; Duties: Privately held rental building 6) Eric Lu - Property #2 (Personally Held Real Estate); investment-related; 3779 Larkspur Ter Decatur, GA 30032; Investment or Commercial Property; Owner; none; 3/29/2009; 1; 0; Duties: Privately held rental building 7) Eric Lu - Property #3 (Personally Held Real Estate); investment-related;; Cond Sierra Del Monte, 120 Ave La Sierra aptdo I-9303 Cupey San Juan, PR 00926; Investment or Commercial Property; Owner; none; 6/1/2022; 1; 0; Duties: Privately held rental building 8) Eric Lu - Property #4 (Personally Held Real Estate); investment-related; Condo Madrid Plaza; 999 General Valero Apt 409 San Juan, PR 00924; Investment or Commercial Property; Owner; none; 11/1/2022; 1; 0; Duties: Privately held rental building 9) Eric Lu - Property #5 (Personally Held Real Estate); investment-related; CCond EL Milenio apt 70202 Carolina, PR 00982; Investment or Commercial Property; Owner; none; 6/17/2024; 1; 0; Duties: Privately held rental building 10) GA Lions Lighthouse's Development Committee member; non-investment - related; 5582 Peachtree Rd Atlanta GA 30341; Membership organization; committee member; 08/19/2024;3; 0; fundraising and resource development.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-27
• S63 Uniform Securities Agent State Law Examination
  2004-05-22

Other Names

• Vinh Lu