Imelda Yang, financial advisor Menlo Park CA

Imelda Yang

CRD Number: 4280274
Current Firm: Ubs Financial Services Inc.

Imelda Yang (CRD# 4280274) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. San Francisco, CA Mar 2016 - Current 4
Bank Of America, N.a. San Francisco, CA Aug 2011 - Mar 2016 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Jul 2000 - Mar 2016 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Imelda L. Yang
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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