Bella YouriCRD Number: 4493988
Current Firm: Edward Jones
Bella Youri (CRD# 4493988) is an Investment Advisor Representative working at Edward Jones in Turlock, CA and has over 15 years of experience in the finance industry.
Luminary Financial Planning
Cetera Investment Advisers LLC
Titan Capital Management, LLC
|Edward Jones||St Louis, MO||Apr 2013 - Current||5|
|Comtech||Turlock, CA||Apr 1995 - Current||23|
|Bbva Compass Investment Solutions Inc.||Turlock, CA||Feb 2011 - Feb 2013||2|
|Compass Bank||Turlock, CA||Jan 2011 - Feb 2013||2|
|Chase Investment Services Corp.||Turlock, CA||May 2009 - Jan 2011||1|
|Wm Financial Services||Turlock, CA||Mar 2001 - May 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- 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
- 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
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