Lu Stone

VP - Financial Consultant

+1 949-718-5113

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Advisor, Merrill Lynch, 2019-2021
  • Private Client Banker, JP Morgan Chase, 2017-2019
  • Registered Licensed Banker, Wells Fargo, 2016-2017
  • Assistant Branch Manager, Wells Fargo, 2011-2016

Education

  • BS, Accounting and Information System, University of Colorado Denver

Personal interests and affiliations

  • President, Board of Director, Southern California Chinese Association, 2019-Present
  • Board of Director, Organization of Chinese American-Colorado Chapter, 2016-2018

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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