Gordon Wing sing Yee
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
39 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.8BFirm assets
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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
39 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2025 to now
- United Planners Financial ServicesJun 2024 to now
- Gordon YeeJan 1988 to now
- Yeecorp, Inc. dba Yeecorp Insurance SvcsAug 1987 to now
- Scf Investment Advisors, Inc.Jan 2014 to Jun 2024
- Scf Securities, Inc.Jan 2014 to Jun 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 2339698
- Firm CRD
- 20804