Paul YehCRD Number: 6173047
Current Firm: Transamerica Financial Advisors, Inc.
Paul Yeh (CRD# 6173047) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 3 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Transamerica Financial Advisors, Inc.||Pleasanton, CA||May 2014 - Current||2|
|World Financial Group, Inc.||Pleasanton, CA||Apr 2014 - Current||2|
|Realization Technolgies, Inc.||San Jose, CA||Nov 2005 - Current||10|
|Analytic Investment Management LLC||Cupertino, CA||Mar 2013 - May 2014||1|
|5168 Options & Volatility, LLC||Sunnyvale, CA||May 2012 - May 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
|S63||Uniform Securities State Law Examination||May 2014|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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