linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chunyan Yang

NI Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chunyan? Claim Your Profile

About Chunyan Yang

Chunyan Yang is a registered investment advisor representative with Ni Advisors. Chunyan has been in the industry since 2019 and is licensed in California, Massachusetts, Oregon, and Washington. Chunyan has her Series 63, SIE, and Series 6TO licenses. Ni Advisors is a firm that provides financial planning and portfolio management services to individuals and other investment advisors. They manage approximately $3,560,000 in assets and have seven clients. Ni Advisors offers a variety of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets. They do not offer performance-based fees or commissions.

Firm Information

Chunyan Yang is currently registered with NI Advisors. NI Advisors is a registered investment advisor headquartered in California with a focus on financial planning, portfolio management for individuals, and selection of other advisors. They have been operating since 2005 and serve high-net-worth individuals and other individuals. They manage approximately $3.6 million in assets across 7 accounts.

$3.56M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Share fees with third party asset managers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chunyan Yang’s Registration & Firm History

CA

08/01/2023 - Present

NI Advisors (MILPITAS CA)

OR

04/22/2019 - 08/02/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (BEAVERTON OR)

Not sure if Chunyan Yang is right for you?

Licenses & Designations

BC

Issued 03/29/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2019

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chunyan Yang.
Not sure if Chunyan Yang is right for you?