Yong Wang
Investment adviser representative at USA Financial Securities LLC
22 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$296.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- USA Financial Securities CorporationJan 2005 to now
- Advanced Financial Strategies, LLCNov 2004 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
USA Financial Securities LLC
$296.5MAssets managed
1,246Clients
127Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2941355
- Firm CRD
- 103857