Wenjun Yang, financial advisor Milpitas CA
93 score

Wenjun Yang

CRD Number: 4586633
Current Firm: Lpl Financial LLC

Wenjun Yang (CRD# 4586633) is an Investment Advisor Representative working at Lpl Financial LLC in Milpitas, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Intowealth Milpitas, CA Apr 2012 - Current 4
Lpl Financial, LLC Milpitas, CA Aug 2010 - Current 6
Health Net San Diego, CA Jun 2008 - Current 8
Blue Cross San Jose, CA Oct 2006 - Current 10
Investment Advisors International, Inc. (iai) Alviso, CA Sep 2006 - Aug 2010 3
World Group Securities, Inc. (wgs) Alviso, CA Feb 2003 - Aug 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Wenjun Yang
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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