Minh Lu
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
2 statesRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Citizens Securities, Inc.Sep 2025 to now
- Eastern UniversitySep 2023 to Sep 2025
- TIAAMay 2019 to Aug 2023
- TIAA-CREF Individual & Institutional Services, LLCMay 2019 to Aug 2023
- Wells Fargo Clearing Services, LLCNov 2014 to May 2019
- Wells FargoJun 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 6425538
- Firm CRD
- 39550