Yanjuan Huang (CRD# 5967869) is an Investment Advisor Representative working at Vienna Asset Management LLC in Saratoga, CA and has over 12 years of experience in the finance industry. Yanjuan Huang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vienna Asset Management LLC | Cupertion, CA | Jan 2019 - Current | 5 |
| Vienna Asset Management LLC | Cupertino, CA | Aug 2018 - Current | 5 |
| Jennifer Huang, Sole Proprietor | Cupertino, CA | May 2017 - Current | 6 |
| Western International Securities, Inc. | Pasadena, CA | May 2017 - Dec 2019 | 2 |
| Western International Securities | Pasadena, CA | May 2017 - Dec 2019 | 2 |
| Ubs Financial Services Inc. | San Francisco, CA | Jun 2016 - Jun 2017 | 1 |
| Ubs Financial Services Inc. | San Francisco, CA | Apr 2016 - Jun 2017 | 1 |
| J.p. Morgan Securities LLC | Los Angeles, CA | Sep 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- CA
-
Total Assets Under Management204MILLIONS
-
Total Number of Accounts119ACCOUNTS
-
Average Account Value$1,714,331
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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