Meng Yuan (CRD# 7513437) is an Investment Advisor Representative working at American Fundstars in Newport Beach, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Fundstars Financial Group LLC | Newport Beach, CA | Mar 2022 - Current | 1 |
| Intelliscope Wealth Management Corp | Irvine, CA | Apr 2020 - Current | 3 |
| Transglobal Holding Company | Irvine, CA | Sep 2019 - Current | 4 |
| World Financial Group | Irvine, CA | Dec 2016 - Sep 2019 | 2 |
| Homemaker | Irvine, CA | Sep 2015 - Nov 2016 | 1 |
| Light Of City Landscape Co | Beijing, | Jan 2011 - Aug 2015 | 4 |
- CA
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts248ACCOUNTS
-
Average Account Value$481,065
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA
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