Gary Lu
Financial advisor at State Farm Investment Management Corp. · San Diego, CA
Last updated 2026-10-10
Claim your profileGary Lu is a financial advisor at State Farm Investment Management Corp. in San Diego, CA, CRD 5922600. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2015-12-22.
Registration
- CRD number
- 5922600
- Registration status
- Active
- IAPD registration
- 2015-12-22
- Industry Experience
- 10 years
- Work Experience
- 10 years
- States registered
- AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, WY
Licenses and exams
- Series 63
- Series 66
Work history
- 2016-08 to 2026-02 · Prudential Insurance Company of America · San Diego, CA
- 2016-08 to 2026-02 · Pruco Securities, Llc. · San Diego, CA
- 2020-04 to 2026-02 · Prudential Annuities Distributors · Shelton, CT
- 2026-02 to Present · State Farm Insurance · San Diego, CA
- 2026-02 to Present · State Farm Vp Management Corp · San Diego, CA
- 2026-02 to Present · State Farm Investment Management Corp · San Diego, CA
Current employment
- State Farm Investment Management Corp. · Bloomington, IL
State Farm Investment Management Corp.
- Regulatory AUM
- $12,938,660,000
- Registered advisors
- 7,127
- Offices
- 8,255
- Clients per advisor
- 0.5 (Low)
- Average AUM per client
- $3.6M (Moderate)
- High-net-worth client ratio
- 4.1% (Low)
State Farm Investment Management Corp.: advisors, services and reported ETF investments
About
Gary Lu is a financial advisor at State Farm Investment Management Corp. in San Diego, CA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 10 years of industry experience and 10 years of reported work history.
State Farm Investment Management Corp.'s firm-level Form ADV reports 7,127 advisors across 8,255 offices; approximately 0.5 clients per advisor, average assets per client of $3,619,206, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, and Investment companies; services including Portfolio Management: Individuals and Small Businesses and Portfolio Management: Investment Companies.
What this firm offers
Filed by State Farm Investment Management Corp. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
San Diego, CA
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
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