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Yueh-hwa Lee

Verus Capital Partners, LLC

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About Yueh-hwa Lee

Yueh-hwa Lee is a financial advisor with over 7 years of experience in the financial services industry. Yueh-hwa is a Certified Financial Planner™ professional and holds a Series 7 and Series 66 securities licenses. Currently, Yueh-hwa is registered with Verus Capital Partners, LLC, a Registered Investment Advisor firm, and provides investment advisory services through this firm. Previously, Yueh-hwa was employed by AVANTAX INVESTMENT SERVICES, INC. and 1ST GLOBAL CAPITAL CORP.

Firm Information

Yueh-hwa Lee is currently registered with Verus Capital Partners, LLC. Verus Capital Partners, LLC is an investment advisor registered with the SEC and headquartered in Scottsdale, Arizona. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other businesses. Verus Capital Partners manages approximately $1.56 billion in assets for approximately 6,591 clients.
Verus Capital Partners, LLC

8300 N HAYDEN RD

SCOTTSDALE, AZ 85258

$1.56B

Assets Under Management

1

Total Clients

38

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yueh-hwa Lee’s Registration & Firm History

CA

08/03/2021 - Present

Verus Capital Partners, LLC (Pasadena CA)

CA

10/25/2019 - 07/02/2021

AVANTAX INVESTMENT SERVICES, INC. (Pasadena CA)

CA

02/03/2014 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (Pasadena CA)

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Licenses & Designations

BOTH

Issued 02/10/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yueh-hwa Lee.
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