Y Shih (CRD# 6806755) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oder Investment Managament, LLC | Woodland Hills, CA | Sep 2021 - Current | 2 |
| Unemployed | Fullerton, CA | Jan 2020 - Aug 2021 | 1 |
| Bank Of America, N.a. | San Diego, CA | Aug 2019 - Dec 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego, CA | Jun 2019 - Dec 2019 | < 1 |
| Unemployed | Fullerton, CA | Mar 2019 - Jun 2019 | < 1 |
| Konnect Resources LLC | Santa Fe Springs, CA | Aug 2018 - Mar 2019 | < 1 |
| Unemployed | Fullerton, CA | Apr 2018 - Aug 2018 | < 1 |
| Biola University | La Mirada, CA | Aug 2014 - May 2018 | 3 |
| Ubs Financial Services | Irvine, CA | Jul 2017 - Aug 2017 | < 1 |
| Hacienda Golf Club | La Habra Heights, CA | May 2015 - Dec 2015 | < 1 |
| Valley Christian High School | Cerritos, CA | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
| S63 | Uniform Securities State Law Examination | Mar 2020 |
- CA
-
Total Assets Under Management281MILLIONS
-
Total Number of Accounts583ACCOUNTS
-
Average Account Value$482,472
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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