David Yu
David Yu is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saline, MI, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
123 North Ann Arbor Street, Saline, MI, 48176
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a 35% owner of Arcadia Capital and a partner/owner of Baughman Capital Management. He spends a significant amount of time on these activities, with over half his time dedicated to Baughman Capital Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations36 states
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