Yu Wu (CRD# 7209458) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has 1 year of experience in the finance industry.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2959986
Rain Capital Management
CRD# 6375005
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tpg Financial Advisors, LLC | Portland, OR | Aug 2022 - Current | 1 |
| N/a | N/a, OR | Jun 2022 - Jul 2022 | < 1 |
| Roi Financial Advisors, LLC | Beaverton, OR | Sep 2020 - May 2022 | 1 |
| Lincoln Financial Group | Salt Lake City, UT | Dec 2019 - Aug 2020 | < 1 |
| N/a | N/a, UT | May 2019 - Dec 2019 | < 1 |
| Abie English | Anqing, | Dec 2018 - Apr 2019 | < 1 |
| N/a | N/a, | Jul 2018 - Nov 2018 | < 1 |
| Ef Education First | Shanghai, | Dec 2015 - Jun 2018 | 2 |
| N/a | Newcastle, | Aug 2014 - Nov 2015 | 1 |
| N/a | Wuhu, | Sep 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- OR
-
Total Assets Under Management1,658MILLIONS
-
Total Number of Accounts1,514ACCOUNTS
-
Average Account Value$1,094,956
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, ID, OR, TX, WA
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