Rodney
Au Yeung
Discipline Wealth Solutions, Inc
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About this Advisor
Rodney Au Yeung is a financial advisor based in Los Angeles, California, working with Discipline Wealth Solutions, Inc. Rodney has previously worked with Independent Insurance Agent, Aegis Wealth Management, Inc, Cpr Investments Inc, and Discipline Wealth Solutions, Inc. Rodney has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Rodney is part of Discipline Wealth Solutions, Inc, which operates out of Los Angeles, California. The firm has 11 offices and 14 employees. The firm manages assets totaling $316.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Discipline Wealth Solutions, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Discipline Wealth Solutions, Inc Brokerage Details
$316,318,696
14
2,750
$115,025
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Rodney Au Yeung Work History
Discipline Wealth Solutions, Inc
Independent Insurance Agent
Cpr Investments Inc
Aegis Wealth Management, Inc
Disclosures
Please visit the SEC profile of Rodney Au Yeung to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Discipline Wealth Solutions, Inc
Latham, NY
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Burleson, TX
Latham, NY
Troy, MI
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