Brandon Yee
CRD Number: 6641712Current Firm: United Planners' Financial Services Of America A Limited Partner
Brandon Yee (CRD# 6641712) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services | Scottsdale, AZ | Aug 2022 - Current | 1 |
First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Aug 2022 | 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Nov 2020 - Aug 2022 | 1 |
First Allied Securities, Inc. | San Diego, CA | Apr 2016 - Aug 2022 | 6 |
First Allied Advisory Services, Inc. | San Diego, CA | Apr 2019 - Nov 2020 | 1 |
San Marino High School | San Marino, CA | Jul 2015 - Nov 2016 | 1 |
San Gabriel Elite | Glendale, CA | Dec 2010 - Jul 2016 | 5 |
Pasadena City College | Pasadena, CA | Feb 2010 - Dec 2014 | 4 |
New Moon Restruant | San Marino, CA | May 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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