Lan Luo

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2022 → 07/2024
  Hidden Hill Capital
  Shanghai
• 06/2019 → 03/2022
  Taihe Capital
  Shanghai
• 07/2017 → 06/2019
  Phoenixtree Capital
  Shanghai
• 04/2016 → 03/2017
  Jenkem Technology Usa
  Dallas, TX
• 08/2024 → 02/2025
  Unemployed
  Jersey City, NJ
• 04/2017 → 06/2017
  Unemployed
  Shanghai
• 02/2025 → Present
  Lpl Enterprise
  New York, NY

Other Businesses

1. 01/23/2025 - Lan Luo - Real Estate Rental - INV REL - Plano, TX - Start Date 03/21/2017 - 0hrs/MTH 2. 01/23/2025 - Lan Luo - Real Estate Rental - INV REL - Rockwall, TX - Start Date 12/10/2016 - 0hrs/MTH

Exams

• S66 Uniform Combined State Law Examination
  2025-03-17