Yuehua
Yuan
Independent Financial Group, LLC
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About this Advisor
Yuehua Yuan is a financial advisor based in Rockville, Maryland, working with Independent Financial Group, LLC. Yuehua has previously held a position at Independent Financial Group and has passed the Series 66 regulatory exam. Yuehua is registered to provide services in Maryland. Currently, Yuehua is part of Independent Financial Group, LLC, which operates out of Rockville, Maryland. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 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 Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Yuehua Yuan Work History
Independent Financial Group
Disclosures
Please visit the SEC profile of Yuehua Yuan 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 Independent Financial Group, LLC
San Diego, CA
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Alameda, CA
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San Diego, CA
San Juan Capistrano, CA
San Diego, CA
Cross Plains, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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