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Lu Zhou

Investment adviser representative at Vanquour LLC
12 yearsExperience
1 stateRegistered in
$67MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. B. B. Graham & Co., Inc.Mar 2022 to now
  2. Vanquour, LLCNov 2021 to now
  3. Global Access CsgJan 2014 to Nov 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NY).

Vanquour LLC

$67MAssets managed
27Clients
5Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5977687
Firm CRD
317552
Advisor's SEC record (opens in a new tab)
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