Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chi-gee? Claim Your ProfileChi-gee Gigi Yip is an Investment Advisor Representative at Beacon Pointe Advisors, LLC. Chi-gee Gigi Yip has been in the industry since February 2015. Chi-gee Gigi Yip has passed the Uniform Investment Adviser Law Examination. Chi-gee Gigi Yip has a current registration in Texas. Chi-gee Gigi Yip is also an agent for Beacon Pointe Insurance Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
10/24/2023 - Present
Beacon Pointe Advisors, LLC (Plano TX)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Chi-gee Yip is the right advisor for you? Invested Better is here to help.
