Gordon Yee, financial advisor Lihue HI

Gordon Yee

CRD Number: 2339698
Current Firm: Scf Investment Advisors, Inc.

Gordon Yee (CRD# 2339698) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Lihue, HI and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Scf Securities, Inc. Fresno, CA Jan 2014 - Current 10
Scf Investment Advisors, Inc. Fresno, CA Jan 2014 - Current 10
Yeecorp, Inc. Dba Yeecorp Insurance Svcs Lihue, HI Aug 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Jan 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gordon W. Yee
Phone Number: 800-955-2517
Registered State(s):
  • AZ
  • CO
  • GA
  • HI
  • NC
  • OR
By the Numbers
  • Total Assets Under Management
    2,554
    MILLIONS
  • Total Number of Accounts
    11,146
    ACCOUNTS
  • Average Account Value
    $229,155
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
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

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