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.
At a glance
Services through LPL Enterprise
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
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2019 – 2024Pruco Securities, LLC.Previously
- Sep 2017 – May 2019MerrillPreviously
- Jul 2016 – Aug 2017Morgan StanleyPreviously
- Nov 2015 – Jun 2016Ameriprise Financial Services, LLCPreviously
Contact Yahui
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Yahui. Franklin Park, NJOffice · Get directions Firm websitewww.lpl.com/lpl-enterprise.htmlIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Yahui
Tailored to Yahui’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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.