Xinyan Yi (CRD# 6569642) is an Investment Advisor Representative working at New Green Capital, LLC in Wallingford, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspira Inc. Of Pa | Philadelphia, PA | Aug 2016 - Current | 7 |
| New Green Capital LLC | Wallingford, PA | Oct 2015 - Current | 8 |
| Crestalgene LLC | Dover, DE | Oct 2015 - Apr 2021 | 5 |
| Kipp Philadelphia Schools | Philadelphia, PA | Sep 2010 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$187,500
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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