Paul Yeh, financial advisor El Segundo CA
93 score

Paul Yeh

CRD Number: 5532841
Current Firm: Cetera Advisor Networks LLC

Paul Yeh (CRD# 5532841) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in El Segundo, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Sep 2017 - Current < 1
Cetera Advisors Networks LLC El Segundo, CA Mar 2017 - Current 1
First Allied Securities, Inc. San Deigo, CA Mar 2017 - Current 1
Lpl Financial San Diego, CA May 2008 - Mar 2017 8
The Princeton Review La Jolla, CA Jul 2005 - Mar 2009 3
Tlc Staffing San Diego, CA Dec 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Paul Yeh
Phone Number: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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