Kenneth YuenCRD Number: 2988857
Current Firm: Quest Capital Strategies, Inc.
Kenneth Yuen (CRD# 2988857) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Lake Forest, CA and has over 18 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Quest Capital Strategies, Inc.||Lake Forest, CA||Dec 2005 - Current||11|
|Insurance Sales||Chino Hills, CA||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management33MILLIONS
Total Number of Accounts190ACCOUNTS
Average Account Value$173,684
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA