Yuanyuan
Yang
Return On Life Wealth Partners
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About this Advisor
Yuanyuan Yang is a financial advisor based in Baltimore, Maryland, working with Return On Life Wealth Partners. Yuanyuan has previously held positions at Lpl Financial, LLC, Planned Financial Services, LLC, and 401(K) Prosperity. Yuanyuan has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Yuanyuan is part of Return On Life Wealth Partners, which operates out of Baltimore, Maryland. The firm has 11 employees and manages assets totaling $368.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Return On Life Wealth Partners includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Return On Life Wealth Partners Brokerage Details
$368,213,298
11
755
$487,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Yuanyuan Yang Work History
401(K) Prosperity
Planned Financial Services, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Yuanyuan Yang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Return On Life Wealth Partners
Brecksville, OH
Baltimore, MD
Brecksville, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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