Yang Liang
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Yang Liang? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James & Associates, Inc.Feb 2026 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to Feb 2026
- Perigon Wealth Management, LLCFeb 2023 to Feb 2026
- LPL Financial LLCOct 2022 to May 2023
- Wells Fargo Clearing Services, LLCMay 2018 to Oct 2022
- New American FundingAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- Wells Fargo Clearing Services, LLCDec 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6519110
- Firm CRD
- 705