Yang Song, financial advisor San Jose CA
93 score

Yang Song

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Yang Song
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, 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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