Yannick Gagne (CRD# 7244551) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. 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 |
|---|---|---|---|
| Willis Towers Watson | Irvine, CA | Jun 2015 - Current | 8 |
| Aon | Newport Beach, CA | Sep 2009 - Jun 2015 | 5 |
- TX
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Total Assets Under Management51,372MILLIONS
-
Total Number of Accounts123ACCOUNTS
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Average Account Value$417,654,651
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
- Other
CA, CT, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TX, VA, WA
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