Kevin Luu has been an investment adviser representative at Lifeworks Advisors since April 2023, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Kevin Luu’s longest registration was 6 years at Bright Advisers (2017–2023). Before joining Lifeworks Advisors in 2023, Kevin Luu was registered through Bright Advisers and Pih Investments, LLC.
- Lifeworks Advisors, LLCCurrent– present · 3 yearsBrea, CA · Adviser representative · Firm CRD 288255
- Bright Advisers– · 6 yearsBrea, CA · Adviser representative · Firm CRD 283395
- Pih Investments, LLC– · 1 yearPasadena, CA · Adviser representative · Firm CRD 166867
Investment adviser representative registrations
Kevin Luu is registered as an investment adviser representative in California, since April 2023.
- CaliforniaSince 25 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 2015 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 26 July 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 October 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 July 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 4433649
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 135 S. STATE COLLEGE BLVD, STE. 200, Brea, CA 92821
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Luu work?
Kevin Luu is an investment adviser representative registered through Lifeworks Advisors, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Luu a financial advisor?
Yes. Kevin Luu has a current investment-adviser registration in California, through Lifeworks Advisors since April 2023.
How many years of experience does Kevin Luu have?
Kevin Luu has 11 years in the financial industry, since October 2015, across 3 adviser firms.
What exams has Kevin Luu passed?
Kevin Luu has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in July 2001.
Where did Kevin Luu work before Lifeworks Advisors?
Before Lifeworks Advisors, Kevin Luu was registered through Pih Investments, LLC, October 2015 to January 2017.
Where is Kevin Luu based?
Kevin Luu’s registered office is in Brea, CA.
Is Kevin Luu registered with FINRA?
No. Kevin Luu has no current broker registration.
How can I verify Kevin Luu’s record?
Search CRD 4433649 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Luu’s full registration record.
