Sunny Fang yu Yang
Investment adviser representative at LPL Enterprise, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Enterprise, LLCAug 2026 to now
- Radiant Tax Strategies and Advisory P.C.May 2026 to now
- Radiant Wealth Strategies LLCDec 2024 to now
- Eagle Strategies LLCApr 2022 to May 2026
- Nylife Securities LLCDec 2021 to May 2026
- New York LifeFeb 2021 to May 2026
- UnemployedJul 2019 to Jan 2021
- Eastern Shore Int'l Ltd.Feb 2012 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7328261
- Firm CRD
- 8733