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Yusun Wang

DFA Securities LLC

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About Yusun Wang

Yusun Wang is a registered representative with DFA Securities LLC. Yusun joined DFA Securities LLC in August 2020. Yusun has passed the Series 7TO and SIE exams.

Firm Information

Yusun Wang is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

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.

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.

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Yusun Wang’s Registration & Firm History

TX

08/31/2020 - Present

DFA Securities LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 08/31/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yusun Wang.
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