Yuezue Price (CRD# 7133923) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saratoga, CA and has over 3 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brg Realty | San Jose, CA | Sep 2020 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Saratoga, CA | Jun 2019 - Current | 4 |
| Wfgia | Saratoga, CA | Jun 2018 - Current | 5 |
| General Mortgage Capital Corporation | Cupertino, CA | May 2016 - Current | 8 |
| Owner Of Rental Property | Sunnyvale, CA | Apr 2015 - Current | 9 |
| Golden Ribbon LLC | Mountain View, CA | Jul 2010 - Current | 13 |
| Rental Property-mcgee | Berkeley, CA | Apr 2009 - Current | 15 |
| Realtyonegrouip-world Properties | Cupertino, CA | Sep 2015 - Aug 2020 | 4 |
| Slava Real Estate Services | Cupertino, CA | Apr 2015 - Sep 2016 | 1 |
| Intero Real Estate Services | Cupertino, CA | Feb 2008 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
- NJ
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.