Timothy Yang (CRD# 1356606) is an Investment Advisor Representative working at Sb Advisory, LLC in San Jose, CA and has over 26 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| San Blas Securities | Atalanta, GA | Aug 2020 - Current | 3 |
| San Blas Advisory | Atlanta, GA | Aug 2020 - Current | 3 |
| Sb Advisory | Atalanta, GA | Jun 2017 - Current | 6 |
| Ifs Securities | Atalanta, GA | Jun 2017 - Nov 2019 | 2 |
| Allstate Insurance Co | Morgan Hill, CA | Oct 2016 - May 2017 | < 1 |
| Ni Advisors, Inc. | Oakland, CA | Apr 2015 - Nov 2016 | 1 |
| Unemployed | San Jose, CA | Jul 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- CA
- MA
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Total Assets Under Management286MILLIONS
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Total Number of Accounts1,045ACCOUNTS
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Average Account Value$273,542
- A percentage of assets under your management
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