Dongwook YiCRD Number: 5395813
Current Firm: Verus Capital Partners, LLC
Dongwook Yi (CRD# 5395813) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Verus Capital Partners, LLC||Los Angeles, CA||Nov 2014 - Current||2|
|Securities America Inc.||Fullerton, CA||Dec 2012 - Current||4|
|Axa Advisors, LLC||Los Angels, CA||Oct 2007 - Oct 2012||5|
|C&y Accountants, Inc.||Los Angeles, CA||Oct 2002 - Sep 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management178MILLIONS
Total Number of Accounts1,750ACCOUNTS
Average Account Value$101,443
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, TN, TX, UT, VA, WA, WI
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