Yuanyuan Yang, financial advisor Baltimore MD
90 score

Yuanyuan Yang

CRD Number: 6017690
Current Firm: Lpl Financial LLC

Yuanyuan Yang (CRD# 6017690) is an Investment Advisor Representative working at Lpl Financial LLC in Baltimore, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Planned Financial Services Cleveland, OH Jul 2016 - Current < 1
Lpl Financial, LLC Cleveland, OH Mar 2012 - Current 4
Fairhill Partners Cleveland, OH Sep 2011 - Dec 2011 < 1
Unemployed Cleveland, OH Sep 2010 - Sep 2011 1
Unemployed Beijing, Jul 2010 - Sep 2010 < 1
University Of Adelaide Adelaide, Jun 2007 - Jul 2010 3
University Of Adelaide Adelaide, Apr 2006 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Yuanyuan Yang
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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