Li Yu (CRD# 7730088) is an Investment Advisor Representative working at Investamily, LLC in Irvine, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Dream Services Inc. | Irvine, CA | Mar 2023 - Current | 1 |
| Investamily LLC | Oak Park, CA | Mar 2023 - Current | 1 |
| Guangdong Mcd Consultants Companyltd | Guangzhou, | Feb 2013 - Feb 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$350,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, IL
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