Elicia YumCRD Number: 6255700
Current Firm: Wells Fargo Advisors, LLC
Elicia Yum (CRD# 6255700) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Newport Beach, CA and has over 3 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Wells Fargo Advisors, LLC||Irvine, CA||May 2016 - Current||1|
|Morgan Stanley||Long Beach, CA||Sep 2014 - May 2016||1|
|Axa Advisors, LLC||New York, NY||Feb 2014 - Aug 2014||< 1|
|Unemployed||Garden Grove, CA||Jun 2013 - Jan 2014||< 1|
|Premiere Media Group||Santa Ana, CA||Oct 2012 - May 2013||< 1|
|Cal State University Of Fullerton||Fullerton, CA||Aug 2008 - May 2013||4|
|Hooters||Costa Mesa, CA||Oct 2011 - Jan 2013||1|
|Genki Living||Garden Grove, CA||Mar 2010 - Feb 2012||1|
|Color Me Mine||Costa Mesa, CA||Nov 2010 - Feb 2011||< 1|
|Chuck E Cheeses||Garden Grove, CA||Jul 2007 - Jul 2008||1|
|Rancho Los Alamitos High School||Garden Grove, CA||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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