Yu Fu
Yu Fu is a registered investment advisor at Cetera Investment Advisers LLC, based in Billerica, MA, with 10 years of industry experience. Yu 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
572 Boston Rd Ste 16, Billerica, MA, 01821
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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
Yu works as a financial professional for Great Wall Financial Group, Inc., providing financial and insurance services, dedicating full-time hours to this role. Yu also works as an insurance agent selling life, disability, fixed annuities, and long-term care insurance with various companies, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Commonwealth Financial NetworkBroker
State Registrations6 states
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