Haiguang
Yin

Cetera Investment Advisers LLC

CRD#3249933
Investment Advisor
in Arcadia, CA
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About this Advisor

Haiguang Yin is a certified financial planner working in Arcadia, California, who has been in the advisory business for 14 years. Yin is on the advisory team at Cetera Investment Advisers LLC. Over the course of their career, they have held roles at Ucb Investment Services, Inc, United Commercial Bank, Lpl Financial Services, Uvest Financial Services Group, Inc, East West Bank, Lpl Financial LLC, Cetera Investment Advisers LLC and Cetera Investment Services. Yin maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California. Cetera Investment Advisers LLC is a company that has its headquarters in Arcadia, California. The investment advisory business has offices in 1,938 locations and a total of 1,951 employees. It manages $10 billion in assets between its 51,335 accounts, making it one of the largest firms in the country by assets under management. The firm serves 123 charitable organizations. Of its 51,335 accounts, just 12% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on the services provided. Fees billed by Cetera Investment Advisers LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1038 S Baldwin Avenue
Arcadia, CA 91007

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$10,324,028,419

CA Average: $6,674,516,078
Total Number of Employees

2,072

CA Average: 44
Total Number of Accounts

54,906

CA Average: 2,564
Average Account Size

$188,031

CA Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Haiguang Yin Work History

Haiguang has 14 years of experience.

2014 - Present (5 years)

Cetera Investment Advisers LLC

2013 - Present (6 years)

Cetera Investment Services

2010 - Present (9 years)

East West Bank

2011 - 2013 (2 years)

Lpl Financial LLC

2010 - 2013 (3 years)

Uvest Financial Services Group, Inc

2009 - 2010 (1 year)

Lpl Financial Services

2004 - 2009 (5 years)

Ucb Investment Services, Inc

2004 - 2009 (5 years)

United Commercial Bank

Disclosures

Haiguang Yin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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