Oneamerica Securities
46yrs
Top advisor by experience in Waltham
New
Wei Lu
Financial advisor at Transamerica Financial Advisors
Wei Lu is a fiduciary financial advisor in Waltham, Massachusetts, registered since Apr 2026. Wei joined Transamerica Financial Advisors in 2026, a firm offering investment management and selecting outside investment managers. Transamerica Financial Advisors reports being paid through a percentage of assets.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office230 2nd Ave. 2nd Floor Suite 204, Waltham, MA 02451
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing 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 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowTransamerica Financial Advisors, LLCCurrent firm
Contact Wei
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Wei. 230 2nd Ave. 2nd Floor Suite 204Waltham, MA 02451Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Wei
Tailored to Wei’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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wei
How do I contact Wei?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Wei Lu. Wei works from the Waltham, MA office.
How long has Wei been a financial advisor?
Wei is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Wei hold?
Series 65. Tap any license on this page to see what it allows.
Is Wei a fiduciary?
Wei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wei paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Wei 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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