UBS Financial Services
47yrs
Top 1% by experience in Atlanta
1yr
Eldon Lu
Financial advisor at Wells Fargo Advisors
Based in Atlanta, Georgia, Eldon Lu is a fiduciary financial advisor with 1 year of industry experience. Eldon has been with Wells Fargo Advisors since 2025. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office100 Galleria Parkway SE Suite 965 9th Floor, Atlanta, GA 30339
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- Jul 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Questions to ask Eldon
Tailored to Eldon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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 Eldon
How do I contact Eldon?
Call Eldon’s local office at (678) 742-3640 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eldon Lu.
How long has Eldon been a financial advisor?
Eldon has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Eldon hold?
Series 66. Tap any license on this page to see what it allows.
Is Eldon a fiduciary?
Eldon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eldon paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eldon 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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