Gordon Yee
Gordon Yee is a ChFC-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Lihue, HI, with 32 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
3156 Elua St., Lihue, HI, 96766
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business Activities
Gordon is an officer of Yeecorp Inc. since 1988, and the owner/officer of Yeecorp Financial, a DBA for marketing purposes. He also owns real estate and manages rental properties since 1988.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Sunamerica Securities, INC.Broker
Ifg Network Securities, INC.Broker
Jackson National Financial Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.