LPL Financial
47yrs
Top advisor by experience in San Diego
15yrs
Gary Lu
Financial advisor at State Farm Investment Management
Gary Lu has worked in the financial industry for 15 years and is a fiduciary financial advisor based in San Diego, California. Gary has been with State Farm Investment Management since 2026; before that, Gary spent a year at Principal Securities. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 57% of advisors at State Farm Investment Management
OfficeSan Diego, CA
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
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
- Feb 2026 – nowState Farm Investment Management Corp.Current firm
- Dec 2015 – Aug 2016Principal Securities, Inc.Previously
Contact Gary
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Gary. San Diego, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gary
Tailored to Gary’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gary
How do I contact Gary?
Call State Farm Investment Management at (800) 447-0740 and ask for Gary Lu. Gary works from the San Diego, CA office.
How long has Gary been a financial advisor?
Gary has been in the industry since 2011, about 15 years. More experience than 57% of advisors at State Farm Investment Management.
What licenses does Gary hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Gary 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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