Norman Lungsun Yu D/b/a Nly Investment Advisor

Norman Lungsun Yu D/b/a Nly Investment Advisor (CRD# 150496) is a financial advisory firm headquartered in , . They manage $300,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $30,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Norman Lungsun Yu D/b/a Nly Investment Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Norman L. Yu
CRD#: 1319962
Irvine, CA
73
Wealthminder
score

Norman Yu (CRD# 1319962) is an Investment Advisor Representative working at Norman Lungsun Yu D/b/a Nly Investment Advisor in Irvine, CA and has over 7 years of experience in the finance industry.

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