Kevin
Yee
Buckingham Strategic Wealth, LLC
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About this Advisor
Kevin Yee is a financial advisor based in Morgan Hill, California, working with Buckingham Strategic Wealth, LLC. Kevin has previously held positions at Intellectual Property Law Group, Evergreen Valley College, New York Life Insurance Co, Nylife Securities, LLC, San Jose State University, and Buckingham Strategic Wealth, LLC. Kevin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kevin is part of Buckingham Strategic Wealth, LLC, which operates out of Morgan Hill, California. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kevin Yee Work History
Buckingham Strategic Wealth, LLC
Nylife Securities, LLC
New York Life Insurance Co
San Jose State University
Intellectual Property Law Group
Evergreen Valley College
Disclosures
Please visit the SEC profile of Kevin Yee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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