Yuk-Kin Kuan
Yuk-Kin Kuan is a registered investment advisor at Eagle Strategies LLC, based in Missouri City, TX, with 24 years of industry experience. Yuk-Kin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
Missouri City, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Yuk-Kin is involved in insurance brokering, appointed with outside carriers to broker non-registered insurance products, dedicating a few hours per week to this activity. Yuk-Kin also owns a rental property, spending minimal time on it.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.
Essex National Securities, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.