Toyken Yee (CRD# 5437888) is an Investment Advisor Representative working at Hudson Portfolio Management LLC in Garrison, NY and has 1 year of experience in the finance industry. Toyken Yee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5563596
Eagle Strategies LLC
CRD# 1778571
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hudson Portfolio Management LLC | Garrison, NY | Feb 2002 - Current | 22 |
- NY
- TX
-
Total Assets Under Management146MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$1,735,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
NJ, NY, TX
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