Xuefei Yu (CRD# 7441061) is an Investment Advisor Representative working at Fisher Investments in Woodside, CA and has over 2 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Woodside, CA | Jun 2018 - Current | 5 |
| University Of Illinois At Urbana-champaign | Champaign, IL | Aug 2014 - May 2018 | 3 |
| Mcmorgan And Co | San Francisco, CA | Jun 2017 - Jul 2017 | < 1 |
| Zhongtai Securities Co Ltd | Zibo, | Jun 2016 - Jul 2016 | < 1 |
| Dcl Logistics Corp | Fremont, CA | May 2015 - Aug 2015 | < 1 |
| Palo Alto High School | Palo Alto, CA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
- TX
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
-
Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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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