Yuyen Chang (CRD# 5548963) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Yuyen Chang 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# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | Los Angeles, CA | Jul 2021 - Current | 2 |
| Creative Planning | Irvine, CA | Jun 2018 - Jun 2021 | 3 |
| Halbert Hargrove | Long Beach, CA | Aug 2015 - Jun 2018 | 2 |
| Gps Capital Management, LLC | Burlingame, CA | Feb 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
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Total Assets Under Management41,186MILLIONS
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Total Number of Accounts28,081ACCOUNTS
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Average Account Value$1,466,696
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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