Kenneth Yuen, financial advisor Birmingham AL

Kenneth Yuen

CRD Number: 2988857
Current Firm: Stonex Advisors Inc.

Kenneth Yuen (CRD# 2988857) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 25 years of experience in the finance industry.

Similar Advisors
Steven Abrams, financial advisor Birmingham AL
Steven G. Abrams
CRD# 2842337
Nbc Securities, Inc.
Similar Advisors
Bradford Acton, financial advisor Birmingham AL
Bradford D. Acton
CRD# 6641051
Rfg Advisory, LLC
Similar Advisors
Brook Acton, financial advisor Birmingham AL
Brook D. Acton
CRD# 6186795
Cetera Investment Advisers LLC
Company Name Location Dates Years
Stonex Securities Inc. Diamond Bar, CA Dec 2019 - Current 4
Stonex Advisors Inc. Diamond Bar, CA Dec 2019 - Current 4
Insurance Agent Support Arcadia, CA Jan 2017 - Current 7
Shine Vista LLC Walnut, CA May 2013 - Current 10
Rental Properties Chino Hills, CA Apr 2012 - Current 11
Insurance Sales Chino Hills, CA Aug 2002 - Current 21
Aifg Insurance Marketing City Of Industry, CA Jan 2017 - Aug 2021 4
Quest Capital Strategies, Inc. Lake Forest, CA Dec 2005 - Dec 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for Kenneth Yuen
Phone Number: 800-292-2411
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Kenneth Yuen and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.