Frank YangCRD Number: 4481837
Current Firm: Transamerica Financial Advisors, Inc.
Frank Yang (CRD# 4481837) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mountain View, CA and has over 15 years of experience in the finance industry.
Three Bell Capital LLC
Prosperity Financial Group, Inc.
Skyoak Wealth Management, Inc.
|Productive Marketing, S-corp||Sunnyvale, CA||Jun 2012 - Current||5|
|Transamerica Financial Advisors, Inc.||Mountain View, CA||Jan 2012 - Current||5|
|Jfp Investment Group, LLC||Sunnyvale, CA||Feb 2010 - Current||7|
|World Financial Group||Sunnyvale, CA||Jun 2001 - Current||16|
|Investment Advisors International, Inc.||Sunnyvale, CA||Jun 2009 - Jan 2012||2|
|World Group Securities, Inc.||Sunnyvale, CA||Apr 2002 - Jan 2012||9|
|Matrix Group Insurance||Sunnyvale, CA||Apr 2009 - Jun 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2009|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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