Derek YuCRD Number: 6731124
Current Firm: Wells Fargo Clearing Services, LLC
Derek Yu (CRD# 6731124) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pasadena, CA and has over 4 years of experience in the finance industry.
Awm Capital, LLC
Wedbush Securities Inc.
Householder Group Estate & Retirement Specialists
|Wells Fargo Clearing Services LLC||Alhambra, CA||Nov 2016 - Current||5|
|Wells Fargo Bank Na||Alhambra, CA||Aug 2015 - Current||6|
|J-one Dynamics Products Inc.||City Of Industry, CA||Nov 2010 - Jul 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2017|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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, WY
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