Ying Wang, financial advisor Brea CA
93 score

Ying Wang

CRD Number: 5338669
Current Firm: Wells Fargo Advisors, LLC

Ying Wang (CRD# 5338669) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Brea, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Los Angeles, CA Jun 2013 - Current 3
Unionbanc Investment Services Los Angeles, CA May 2010 - Jun 2013 3
Wachovia Securities, LLC Long Beach, CA May 2007 - May 2010 3
Wachovia Bank, N.a. Long Beach, CA May 2007 - May 2010 3
Wells Fargo Bank Na Tustin, CA Oct 2006 - May 2007 < 1
Unemployed Tustin, CA Mar 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Ying Wang
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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
93
Clean Record
This advisor has a clean track record with regulators.

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