Yin Yin

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1998 → Present
  Partners Securities, Inc
  Austin, TX
• 07/2018 → Present
  H. Beck, Inc.
  Bethesda, MD
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Austin, TX
• 05/1998 → Present
  Kestra Investment Services, Llc
  Austin, TX

Other Businesses

Business Name: Real Estate Sales Agent via Keller Williams Realty Investment Related: No Address: 9902 Patrice Drive Austin TX 78750 Nature of Business: Real Estate Position, Title or Relationship: Real Estate Agent - an independent contractor Start Date: 1/27/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Maintain real estate sales agent license as a hobby. Own 3 personal rental properties. YIN YIN - REALTOR POSITION: Realtor NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2010 ADDRESS: 9902 Patrice Drive, Austin TX 78750, United States DESCRIPTION: Maintain realtor license for managing personal rental properties. REAL ESTATE SALES AGENT VIA KELLER WILLIAMS REALTY POSITION: Real Estate Agent NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2010 ADDRESS: 9902 Patrice Drive, Austin TX 78750, United States DESCRIPTION: Maintain real estate sales agent license for personal rental properties.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-19

Other Names

• Kelly Yin