Yunsun Rhee
Yunsun Rhee is a registered investment advisor at Cetera Investment Advisers LLC, based in Oakdale, CA, with 29 years of industry experience. Yunsun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Oakdale, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yunsun is an insurance agent selling life and health insurance, dedicating a few hours per week. Yunsun also serves on the board of the Gallo Center for the Arts and Modesto Artists Movement, and is the treasurer for the Stanislaus Art Council.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital CORP.Broker
Investors Capital Advisory
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations15 states
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