Yijuan Carol Fan
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Jy WealthcareDec 2024 to now
- Johanson & Yau Accountancy Corporation PstJul 2024 to now
- Johanson & Yau Accountancy CorporationOct 2019 to now
- Avantax Advisory ServicesDec 2024 to Sep 2025
- Hood & Strong LLPJul 2015 to Oct 2019
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 8022690
- Firm CRD
- 105644