Sam Yue (CRD# 5208784) is an Investment Advisor Representative working at Primerica Advisors in Redlands, CA and has over 17 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2922342
Infinity Financial Services Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Redlands, CA | Aug 2006 - Current | 17 |
| Primerica Financial Services | Redlands, CA | Mar 2006 - Current | 18 |
| Los Angeles Confucius Education | Monterey Park, CA | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- CA
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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