David Yu, financial advisor Saline MI

David Yu

CRD Number: 6109800
Current Firm: Raymond James Financial Services Advisors, Inc.
David Yu (CRD# 6109800) is an Investment Advisor Representative working at Edward Jones in Ann Arbor, MI and has over 3 years of experience in the finance industry.
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Company Name Location Dates Years
Arcadia Capital Holland, MI Aug 2022 - Current 1
Raymond James Financial Services Advisors Inc. Stevensville, MI Feb 2017 - Current 7
Raymond James Financial Services, Inc. Stevensville, MI Jan 2017 - Current 7
Baughman Capital Management Stevensville, MI Jan 2017 - Current 7
Arcadia Capital Stevensville Stevensville, MI Nov 2017 - Dec 2023 6
Edward Jones Ann Arbor, MI Aug 2012 - Jan 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for David C. Yu
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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