Joshua YiCRD Number: 5630791
Current Firm: Advice And Planning Services
Joshua Yi (CRD# 5630791) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 7 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Tiaa-cref Individual & Institutional Services, LLC||Lewisville, TX||Apr 2011 - Current||5|
|Tiaa||Lewisville, TX||Apr 2011 - Current||5|
|Unemployed||Lewisville, TX||Feb 2010 - Apr 2011||1|
|Td Ameritrade||Ft. Worth, TX||Jan 2009 - Feb 2010||1|
|Woodforest National Bank||Keller, TX||May 2007 - Jan 2009||1|
|Polaris Promotions||Ft. Worth, TX||Oct 2006 - Jan 2009||2|
|Ihop||Ft. Worth, TX||Jul 2008 - Jul 2008||< 1|
|Unemployed||Ft. Worth, TX||Mar 2007 - May 2007||< 1|
|China Queen||Ft. Worth, TX||Mar 2007 - Mar 2007||< 1|
|Unemployed||Ft. Worth, TX||Jan 2007 - Mar 2007||< 1|
|Xpress Copying||N. Richland Hills, TX||Jun 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2009|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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