Yuhui Chang, financial advisor San Antonio TX
93 score

Yuhui Chang

CRD Number: 5594393
Current Firm: Waddell & Reed

Yuhui Chang (CRD# 5594393) is an Investment Advisor Representative working at Waddell & Reed in San Antonio, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bni San Antonio, TX Apr 2015 - Current 1
Waddell & Reed, Inc. San Antonio, TX Jul 2012 - Current 4
Various Insurance Carriers For W&r Insurance Agencies San Antonio, TX Jul 2012 - Current 4
Aarp Universal City, TX Feb 2012 - Current 4
First Command Financial Planning, Inc. Fort Worth, TX Jan 2009 - Jul 2012 3
First Command Financial Services, Inc. Fort Worth, TX Jan 2009 - Jul 2012 3
Pfs Investments, Inc. Las Vegas, NV Sep 2008 - Jan 2009 < 1
Primerica Financial Services Las Vegas, NV Aug 2008 - Jan 2009 < 1
Bank Of America Las Vegas, NV Jan 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Yuhui Chang
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • GA
  • MD
  • NV
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
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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