Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yu? Claim Your ProfileYu Wu is an Investment Advisor Representative associated with TPG Financial Advisors, LLC. Yu holds a Series 65 license and is registered with the state of Oregon. Yu has been in the financial services industry since 2014. Yu works with clients in the Portland, Oregon area. Yu's firm specializes in providing financial planning, portfolio management, and pension consulting services. TPG Financial Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a total of 1,514 client accounts and approximately $1.66 billion in assets under management.
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.
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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OR
03/13/2023 - Present
TPG Financial Advisors, LLC (PORTLAND OR)
IA
Issued 03/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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