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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Chang-jen Yeh is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC located in Century City, CA. Eric has been in the industry since 2013. Eric has a strong background in investment banking and holds several licenses, including Series 7, Series 79, Series 79TO and SIE. Eric is a registered representative of CliftonLarsonAllen Wealth Advisors, LLC and is registered to provide financial advice in all 50 states. Prior to joining CliftonLarsonAllen Wealth Advisors, LLC, Eric worked at THREADSTONE ADVISORS, LLC, RBC CAPITAL MARKETS, LLC and COVIEW CAPITAL, INC.
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.
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.
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2
CA
01/09/2023 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Century City CA)
NY
05/09/2016 - 01/09/2017
THREADSTONE ADVISORS, LLC (NEW YORK NY)
NY
01/20/2015 - 12/10/2015
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
10/22/2013 - 01/20/2015
COVIEW CAPITAL, INC. (NEW YORK NY)
BC
Issued 01/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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