Yuk-kin Kuan, financial advisor Missouri City TX

Yuk-kin Kuan

CRD Number: 3110889
Current Firm: Eagle Strategies LLC

Yuk-kin Kuan (CRD# 3110889) is an Investment Advisor Representative working at Eagle Strategies LLC in Missouri City, TX and has over 25 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
New York Life Insurance Co Houston, TX Dec 2018 - Current 5
Nylife Securities LLC Houston, TX Dec 2018 - Current 5
Eagle Strategies LLC Houston, TX Dec 2018 - Current 5
Aig Financial Network Houston, TX Dec 2016 - Nov 2018 1
Prudential Advisors/ Prudential Ins. Houston, TX May 2016 - Dec 2016 < 1
Pruco Securities, LLC Houston, TX May 2016 - Dec 2016 < 1
Unemployed Missouri City, TX Feb 2016 - May 2016 < 1
Sagepoint Financial Houston, TX Oct 2015 - Jan 2016 < 1
Aig Financial Network Houston, TX Oct 2015 - Jan 2016 < 1
Metlife Securities Inc. Houston, TX Jan 2015 - Oct 2015 < 1
New England Financial/metlife Houston, TX Sep 2010 - Oct 2015 5
New England Securities Houston, TX Sep 2010 - Dec 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Yuk-kin M. Kuan
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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