Helen Yang, financial advisor Dallas TX

Helen Yang

CRD Number: 4242739
Current Firm: Avantax Advisory Services

Helen Yang (CRD# 4242739) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Dallas, TX May 2020 - Current < 1
Avantax Insurance Services, Inc. Dallas, TX May 2020 - Current < 1
Charles Schwab & Company, Inc. Westlake, TX Feb 2019 - May 2020 1
Charles Schwab Bank Westlake, TX Feb 2019 - May 2020 1
Hd Vest Investment Services Irving, TX Feb 2017 - Feb 2019 2
Charles Schwab & Company, Inc. Westlake, TX Aug 2016 - Nov 2016 < 1
Unemployed Fort Worth, TX Apr 2016 - Aug 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas, TX Oct 2009 - Apr 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Helen Yang
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • 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, VT, WA, WI, WV, WY

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