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Stephen Yu
from Burnham Gibson Wealth Advisors, LLC
Stephen Yu is a financial advisor based in California, Irvine,
with 22 years of experience. Stephen currently works for
Burnham Gibson Wealth Advisors, LLC.
Stephen maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Yu works at Burnham Gibson Wealth Advisors, LLC
Burnham Gibson Wealth Advisors, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $523,046,829 of assets under management and employs about 19 people. Burnham Gibson Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2050 Main Street, Suite 510, Irvine, California, 92614
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