Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Yun-sum Yu is a financial advisor in Irvine, California with over 13 years of experience in the industry. Stephen is a Chartered Financial Analyst and is registered as an investment advisor representative in California. Stephen is associated with Burnham Gibson Wealth Advisors, LLC. They are based out of Tampa, Florida and have 32 licensed agents and 25 registered representatives. Burnham Gibson Wealth Advisors, LLC manages over $4.8 billion in assets for individuals, corporations, and retirement plans. Stephen also serves as an IAR for the Baldwin Group Wealth Advisors, 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.
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.
Value of plan assets
1
2
FL
03/12/2021 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
BC
Issued 06/11/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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