Yang SongCRD Number: 3046314
Current Firm: Eagle Strategies LLC
Yang Song (CRD# 3046314) is an Investment Advisor Representative working at Eagle Strategies LLC in San Jose, CA and has over 18 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Eagle Strategies||San Jose, CA||Sep 2009 - Current||7|
|Nylife Securities Inc.||San Jose, CA||Aug 1998 - Current||18|
|New York Life Ins. Company||San Jose, CA||Jul 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2009|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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