Yueh-hwa Lee (CRD# 6276831) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Pasadena, CA and has over 10 years of experience in the finance industry. Yueh-hwa Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Pasadena, CA | Jun 2021 - Current | 2 |
| Verus Capital Partners | Pasadena, CA | Jun 2021 - Current | 2 |
| Vinepoint Advisory Group, LLC | Pasadena, CA | Jun 2017 - Current | 6 |
| Avantax Insurance Agency, LLC | Pasadena, CA | Dec 2019 - May 2021 | 1 |
| Avantax Advisory Services | Pasadena, CA | Oct 2019 - May 2021 | 1 |
| Avantax Investment Services, Inc. | Pasadena, CA | Oct 2019 - May 2021 | 1 |
| Avantax Insurance Agency, Inc. | Pasadena, CA | Aug 2016 - May 2021 | 4 |
| 1st Global Capital Corp. | Pasadena, CA | Dec 2013 - Oct 2019 | 5 |
| 1st Global Advisors, Inc. | Pasadena, CA | Dec 2013 - Oct 2019 | 5 |
| Vinepoint Wealth Management, LLC | Rosemead, CA | Dec 2013 - Jun 2017 | 3 |
| Thong, Yu, Wong & Lee, LLP | Pasadena, CA | Jan 2013 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- CA
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Total Assets Under Management1,564MILLIONS
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Total Number of Accounts6,591ACCOUNTS
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Average Account Value$237,365
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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