William Hu
LPL Financial

Tel: 323-542-8003
251 S Lake Ave
Suite 800
Pasadena, CA 91101
LPL Financial | Financial Advisor in Pasadena ,CA

About William Hu

William Hu is a financial advisor working out of Los Angeles, California, who has been in the advisory business for 15 years. Hu works at Lpl Financial LLC. Hu has gained experience at Foresters Financial Services, Foresters Advisory Services and Lpl Financial, LLC. Hu maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas

About LPL Financial

Lpl Financial LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services.

Financial management fees usually are based on which service is offered. Fees charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

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General Information

Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Money Management, Education Funding and Planning, Risk Management


Investment Types:   Mutual Funds
Can meet clients in the following ways:   Phone, Video Conference

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Flat Fee


WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.



Additional Detailed Disclosures



Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record