Yuxuan DouCRD Number: 7057776
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Yuxuan Dou (CRD# 7057776) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 3 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Irvine, CA||Jan 2019 - Current||3|
|Good Deal Insurance Services||Irvine, CA||Nov 2018 - Dec 2018||< 1|
|Extended Travel||Nanjing,||Oct 2018 - Nov 2018||< 1|
|Weplay Music Academy||Irvine, CA||Apr 2018 - Oct 2018||< 1|
|Ounse Goal Commerce And Trade, Inc.||Upland, CA||Aug 2017 - Mar 2018||< 1|
|University Of California, San Diego||San Diego, CA||Jan 2017 - Aug 2017||< 1|
|Unemployed||Irvine, CA||Nov 2016 - Dec 2016||< 1|
|Class 302 Cafe||Irvine, CA||Mar 2016 - Nov 2016||< 1|
|Unemployed||Irvine, CA||Jan 2016 - Mar 2016||< 1|
|University Of California, San Diego||San Diego, CA||Sep 2014 - Dec 2015||1|
|Extended Travel||Nanjing,||Jun 2014 - Sep 2014||< 1|
|Santa Monica College||Los Angeles, CA||Dec 2011 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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