ChooseAFinancialAdvisor.com
Advisors / Nevada / Las Vegas
8yrs

Chiahsin Lu

Financial advisor at CL Family Consulting

Chiahsin Lu is a fiduciary financial advisor in Las Vegas, Nevada, with 8 years in the industry. Chiahsin joined CL Family Consulting in 2020, a firm offering selecting outside investment managers.

One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.

Las Vegas, NVFiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeLas Vegas, NV
How the firm is paid ?Other
States licensed ?1 state

Services through CL Family Consulting

Choosing 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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now

Questions to ask Chiahsin

Tailored to Chiahsin’s registration and firm.

  1. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. 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 Chiahsin

How do I contact Chiahsin?

Call CL Family Consulting at (617) 388-9422 and ask for Chiahsin Lu. Chiahsin works from the Las Vegas, NV office.

How long has Chiahsin been a financial advisor?

Chiahsin has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Chiahsin hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Chiahsin a fiduciary?

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

How is Chiahsin paid?

CL Family Consulting reports being paid by other fees. Ask Chiahsin 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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