Cetera Investment Advisers LLC
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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
Years of Experience
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Cetera Investment Advisers LLC Brokerage Details
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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.
Cetera Investment Advisers LLC
Cetera Investment Services
East West Bank
Lpl Financial LLC
Uvest Financial Services Group, Inc
Lpl Financial Services
Ucb Investment Services, Inc
United Commercial Bank
Haiguang Yin has disclosures.
Please visit their SEC profile for more details.