Eldon Lu

Financial advisor at Wells Fargo Advisors · Atlanta, GA

Last updated 2026-10-10

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Eldon Lu is a financial advisor at Wells Fargo Advisors in Atlanta, GA, CRD 7947114. Licenses and exams on the registration: Series 66. IAPD registration began 2025-07-17.

Registration

CRD number
7947114
Registration status
Active
IAPD registration
2025-07-17
Industry Experience
1 year
Work Experience
12 years
States registered
GA

Licenses and exams

  • Series 66

Work history

  • 2024-06 to Present · Wells Fargo Advisors Financial Network, LLC · Atlanta, GA
  • 2022-06 to 2023-01 · Citizens Bank · Knoxville, TN
  • 2023-02 to 2024-05 · Unemployed · Riceville, TN
  • 2019-08 to 2022-12 · University of Tennessee, Knoxville · Knoxville, TN
  • 2014-01 to 2019-08 · McMinn County High School · Athens, TN

Current employment

SEC IAPD record for Eldon Lu

Wells Fargo Advisors

Regulatory AUM
$252,251,271,984
Registered advisors
4,182
Offices
1,676
Clients per advisor
111.6 (Moderate)
Average AUM per client
$540.6K (Low)
High-net-worth client ratio
50.1% (High)

Wells Fargo Advisors: advisors, services and reported ETF investments

About

Eldon Lu is a financial advisor at Wells Fargo Advisors Financial Network, LLC, operating as Wells Fargo Advisors in Atlanta, GA. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Unemployed, Citizens Bank, University of Tennessee, Knoxville, McMinn County High School.

Wells Fargo Advisors' firm-level Form ADV reports 4,182 advisors across 1,676 offices; approximately 111.6 clients per advisor, average assets per client of $540,645, and regulatory AUM of $252.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Wells Fargo Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

100 Galleria Pkwy SE Suite 965, Atlanta, GA 30339

4 advisors at this office.

Wells Fargo Advisors office in Atlanta, GA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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