IVY LUU

Senior Financial Advisor

Managing Director - Investment Officer

Address: 4888 SAN FELIPE ROAD , SAN JOSE , CA 95135
Call: 408-223-1409 | 833-973-2268
Email: Ivy.Luu@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Associate(s): Laurie Rudd, Senior Registered Client Associate

My Experience

2008 - Present : Wells Fargo Advisors, Financial Advisor
2004 - 2008 : Wells Fargo Bank, Premier Banker

My Education & Credentials

Bachelor of Science - University of California, Davis

My Areas of Focus

Advisory Services
Business Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AZ, CA, DC, FL, HI, ID, ME, MI, MO, NC, NV, NY, OR, TN, TX, WA, WV, WY
Insurance licensed in the following states: CA (Lic. # 0E90854) Resident State: CA
IVY LUU: Financial Advisor: Wells Fargo Clearing Services, LLC