Kevin YuCRD Number: 5105717
Current Firm: Yunistone Investment Group, LLC
Kevin Yu (CRD# 5105717) is an Investment Advisor Representative working at Yunistone Investment Group, LLC in Chicago, IL and has over 16 years of experience in the finance industry. Kevin Yu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Yunistone Investment Group, LLC||Chicago, IL||Feb 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Total Assets Under Management90MILLIONS
Total Number of Accounts70ACCOUNTS
Average Account Value$1,283,878
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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