Allan Yam (CRD# 2439653) is an Investment Advisor Representative working at Paraiba Wealth Management LLC in Hercules, CA and has over 30 years of experience in the finance industry. Allan Yam 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paraiba Wealth Management LLC | Hercules, CA | Jul 2022 - Current | 1 |
| Paraiba Wealth Management LLC | Hercules, CA | Jun 2022 - Current | 1 |
| Self-employed | Hercules, CA | Dec 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
- CA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$1,250,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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