CY
CY

Cindy Janet Yac

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
171 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$525.7M

Fee Structure

Minimum Investment:$100K
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Location

791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fca CORP
September 2019 - Present · 6 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Cindy Janet Yac - Financial Advisor | TrueAdvisor