Yeh-chwen Kuo (CRD# 4954827) is an Investment Advisor Representative working at Kun-lun Development Corporation in Danville, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kun-lun Development Corporation | Danville, CA | Apr 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$628,571
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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