David Yu (CRD# 1885148) is an Investment Advisor Representative working at Verdant Capital Management in Torrance, CA and has over 34 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verdant Capital Management Inc. | Torrance, CA | Sep 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- CA
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$1,232,541
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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