Cindy YacCRD Number: 6935523
Current Firm: Fca Corp
Cindy Yac (CRD# 6935523) is an Investment Advisor Representative working at Fca Corp in Houston, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Fca Corp.||Houston, TX||Feb 2016 - Current||7|
|Broadspire Services||Houston, TX||Sep 2013 - Feb 2016||2|
|Enrisk Services||Houston, TX||Jan 2013 - Sep 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management386MILLIONS
Total Number of Accounts480ACCOUNTS
Average Account Value$803,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MA, OK, TX
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