Philip Y. Lang
Professional summary
Philip Yin-chak Lang, CFP®, who also goes by Philip Yin-chak Leung, is a registered financial advisor currently at ACCEL ADVISORS, INC. located in Costa Mesa, California.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Philip has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Yin-chak Lang's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
October 14, 2014 - Present
ACCEL ADVISORS, INC.
December 9, 2010 - October 23, 2014
LPL FINANCIAL LLC
December 8, 2010 - October 23, 2014
LPL FINANCIAL LLC
April 30, 2003 - December 9, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
April 18, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
April 18, 2003 - December 9, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2014)
Exams
Current Firm
ACCEL ADVISORS, INC.
CRD#: 172750 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 5,128,466 |
Red Flags
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