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Sophie Yebin Yoon

CRC-IB

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About Sophie Yebin Yoon

Sophie Yoon is a registered representative at CRC-IB. Sophie is licensed to sell securities in California and New York and has passed the Series 63, Series 79TO and SIE exams. Sophie joined CRC-IB on February 17, 2023 and her branch office is located at 201 California Street, Suite 1425, San Francisco, CA 94111.

Firm Information

Sophie Yoon is currently registered with CRC-IB. CRC-IB is a Limited Liability Company formed on January 14, 2011, and is registered in 36 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sophie Yoon’s Registration & Firm History

CA

02/17/2023 - Present

CRC-IB (San Francisco CA)

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Licenses & Designations

BC

Issued 03/24/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/31/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sophie Yebin Yoon.
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