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Advisors / New Jersey / Franklin Park
11yrs

Yahui Lu

Financial advisor at LPL Enterprise

Yahui Lu has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Franklin Park, New Jersey. Yahui has been with LPL Enterprise since 2024; before that, Yahui spent five years at Pruco Securities and two years at Merrill. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

One of 5 advisors with offices in Franklin Park, and one of 5 fiduciaries.

Franklin Park, NJFiduciary advisor
Call LPL EnterpriseDirections

At a glance

Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeFranklin Park, NJ
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state

Services through LPL Enterprise

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

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.

Series 66Uniform Combined State Law Examination

Career

  1. Nov 2024 – now
  2. 2019 – 2024
    Pruco Securities, LLC.Previously
  3. Sep 2017 – May 2019
    MerrillPreviously
  4. Jul 2016 – Aug 2017
    Morgan StanleyPreviously
  5. Nov 2015 – Jun 2016

Questions to ask Yahui

Tailored to Yahui’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Yahui

How do I contact Yahui?

Call LPL Enterprise at (704) 733-3300 and ask for Yahui Lu. Yahui works from the Franklin Park, NJ office.

How long has Yahui been a financial advisor?

Yahui has been in the industry since 2015, about 11 years. 11 years in the industry.

What licenses does Yahui hold?

Series 66. Tap any license on this page to see what it allows.

Is Yahui a fiduciary?

Yahui is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Yahui paid?

LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Yahui 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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