Unclaimed Profile

Thomas Hsin Lo

FLUENT WEALTH PARTNERS, LLC·SAN JOSE, California

Series 65Clean record14 years registeredFLUENT WEALTH PARTNERS, LLC

1530 THE ALAMEDA, SAN JOSE, CA 95126CRD# 6021385Firm CRD# 147512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Hsin Lo · SAN JOSE, CA

Registration

CRD #6021385 · FLUENT WEALTH PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

VESTED FINANCIAL PLANNING, LLC

May 2018 – present

ASPIRIANT, LLC

Jan 2017 – May 2018

LOS ANGELES, CA

FLUENT WEALTH PARTNERS

Mar 2012 – Oct 2015

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 21, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLUENT WEALTH PARTNERS, LLC

CRD 147512 · SEC 801-69352

AUM

$136M

Regulatory assets under management

Employees

520 client accounts

Services offered by FLUENT WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FLUENT WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Hsin Lo offer?

Thomas Hsin Lo specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.

What are Thomas Hsin Lo's credentials?

Thomas Hsin Lo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Hsin Lo located?

Thomas Hsin Lo is based in SAN JOSE, California, working with FLUENT WEALTH PARTNERS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Thomas Hsin Lo charge for services?

Thomas Hsin Lo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLUENT WEALTH PARTNERS, LLC?

FLUENT WEALTH PARTNERS, LLC has approximately 3 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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