Danielle Lum

Danielle Lum is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

Registration history (4)

FirmFromToCurrent
CETERA INVESTMENT ADVISERS LLC2025-08-07presentYes
BANKOH INVESTMENT SERVICES, INC.2023-11-152025-08-11
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC2020-03-272023-11-06
EDWARD D. JONES & CO., L.P.2019-05-082019-12-16

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