Compass Capital
46yrs
Top advisor by experience in Braintree
21yrs
Hao Lu
Financial advisor at Transamerica Financial Advisors
Hao Lu has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Braintree, Massachusetts. Hao joined Transamerica Financial Advisors in 2026, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 201 advisors with offices in Braintree, and one of 173 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 66% of advisors at Transamerica Financial Advisors
Office25 Braintree Hill Office Park Suite 204-A, Braintree, MA 02184
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowTransamerica Financial Advisors, LLCCurrent firm
Contact Hao
Local office(781) 888-8368Ask for Hao. (770) 248-3271Main office · Philadelphia, PA 25 Braintree Hill Office Park Suite 204-ABraintree, MA 02184Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Hao
Tailored to Hao’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Hao
How do I contact Hao?
Call Hao’s local office at (781) 888-8368 or the Transamerica Financial Advisors main office at (770) 248-3271, and ask for Hao Lu.
How long has Hao been a financial advisor?
Hao has been in the industry since 2006, about 21 years. More experience than 66% of advisors at Transamerica Financial Advisors.
What licenses does Hao hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Hao a fiduciary?
Hao is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hao paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Hao for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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