Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hokon? Claim Your ProfileHokon Brian Yun is an Investment Advisor Representative with LPL Financial LLC. Hokon Brian Yun has been in the financial services industry since November 13, 1995. Hokon Brian Yun holds licenses to provide investment advisory services in Arizona, California, Colorado, Hawaii, Idaho, Illinois, Nevada, Oregon, Texas, and Wyoming. Hokon Brian Yun's professional experience includes roles with Ameriprise Financial Services, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, WM Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Securities Inc., First Interstate Investments, Inc., Essex National Securities, Inc., and Prudential Securities Incorporated.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/17/2023 - Present
LPL Financial LLC (TORRANCE CA)
CA
04/20/2012 - 08/22/2023
AMERIPRISE FINANCIAL SERVICES, LLC (EL SEGUNDO CA)
CA
01/03/2011 - 04/24/2012
WELLS FARGO ADVISORS, LLC (LA CANADA CA)
CA
01/31/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MONTROSE CA)
CA
01/29/2002 - 02/06/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
09/22/2000 - 01/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
07/15/1996 - 09/05/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
08/14/1995 - 07/15/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
09/12/1995 - 11/16/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
11/02/1993 - 08/21/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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