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Bing Lu
VESTA INVESTMENT ADVISORS
Brookline, MA
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CRD#: 2683379
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Professional summary
Bing Lu is a registered financial advisor currently at VESTA INVESTMENT ADVISORS, LLC located in Brookline, Massachusetts.
Bing is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bing has worked at 1 firm and has passed the Series 65 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Vesta Investment, Inc.; Not Directly Investment-Related; 12358 Parklawn Dr. North Bethesda, MD 20852; Platform which provides general real estate related information to registered users; CEO since Oct 2015; 40 hrs/month; 5 hrs/month during trading hours; Oversees company operations
CRS (Client Relationship Summary) - RIA
Click below to view Bing Lu's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 24, 2017 - Present
VESTA INVESTMENT ADVISORS, LLC
RIA
CRD#: 288315
Brookline, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(7/24/2017)
IAR
Massachusetts(3/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
VI
VESTA INVESTMENT ADVISORS, LLC
VESTA INVESTMENT ADVISORS, LLC
CRD#: 288315 / SEC#:
Maryland
Registered Investment Advisory firm - (10/1/2025 Termination Requested)Massachusetts
Registered Investment Advisory firm - (3/3/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Brookline, MA
Mailing Address
Phone number
(240) 506-0616
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 1,650,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
