Yuan He (CRD# 5860321) is an Investment Advisor Representative working at Hy Financial LLC in Rockville, MD and has over 15 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| General Services Administration | Washington, DC | Mar 2019 - Current | 5 |
| Hy Financial | Rockville, MD | Oct 2010 - Current | 13 |
| Food Drug Administration | White Flint, MD | Mar 2015 - Mar 2019 | 4 |
| Defense Information System Agency | Arlington, VA | Jun 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- MD
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$386,884
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
MD
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