Brandon Lawrence Yee
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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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
11 years in the industry.
- Brandon YeeFeb 2026 to now
- United Planners' Financial Services of America A Limited PartnerJan 2025 to now
- Brandon L. YeeAug 2022 to now
- United Planners Financial ServicesAug 2022 to now
- Cetera Investment Advisers LLCNov 2020 to Aug 2022
- First Allied Advisory Services, Inc.Apr 2019 to Aug 2022
- First Allied Securities, Inc.Apr 2016 to Aug 2022
- San Marino High SchoolJul 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6641712
- Firm CRD
- 20804