Allen Gammon Yee
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.8BFirm assets
Are you Allen Gammon Yee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2022 to now
- United Planners Financial ServicesAug 2022 to now
- Allen YeeJan 2010 to now
- Guidant Planning, IncJan 2000 to now
- Pasadena Community College & Glendale Community CollegeJan 2000 to now
- Cetera Investment Advisers LLCNov 2020 to Aug 2022
- First Allied Advisory Services, Inc.Jul 2012 to Aug 2022
- First Allied Securities, Inc.Mar 2009 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1934271
- Firm CRD
- 20804