Zhenhua Yuan

from Watts Gwilliam & Company, LLC
SEC regulated
Regulated Investment Advisor
Zhenhua Yuan is a financial advisor based in Arizona, Gilbert, with 11 years of experience. Zhenhua currently works for Watts Gwilliam & Company, LLC. Zhenhua maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined 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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Zhenhua Yuan works at Watts Gwilliam & Company, LLC
Watts Gwilliam & Company, LLC is a financial advisory firm based in Gilbert, Arizona. It currently has approximately $411,880,800 of assets under management and employs about 9 people. Watts Gwilliam & Company, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
2730 S. Val Vista Dr., Suite 124, Gilbert, Arizona, 85295

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