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SY

Sharon X. Yu

YONGCHANG COMPANY
DULUTH, GA 30096-0000
Some features on this profile are disabled
CRD#: 7006609
SY

Professional summary

Sharon Xiaohong Yu, who also goes by XIaohong Yu, is a registered financial advisor currently at YONGCHANG COMPANY INC located in Duluth, Georgia.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sharon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Xiaohong Yu

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Xiaohong Yu's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 1, 2019 - Present

YONGCHANG COMPANY INC

Office #1: 2645 N Berkeley Lake Road Nw A205, Duluth, GA 30096-0000
RIA
CRD#: 304736
DULUTH, GA
Past

December 12, 2018 - September 20, 2019

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Duluth, GA
Past

October 18, 2018 - September 20, 2019

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Duluth, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(10/1/2019)
IAR
Louisiana
(10/1/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/19/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/18/2018
General Securities Representative Examination

Current Firm

YC
YONGCHANG COMPANY INC
YONGCHANG COMPANY INC

CRD#: 304736 / SEC#:

Georgia
Registered Investment Advisory firm - (9/26/2019 Approved)
Louisiana
Registered Investment Advisory firm - (10/1/2019 Approved)
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Contact information

Main Address
3775 Venture Dr Building O Suite 201, Duluth, GA 30096
Mailing Address
Phone number
(678) 860-9166
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts66
AUM (Assets Under Management)$ 7,601,940

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YONGCHANG COMPANY INC

CRD#: 304736Duluth, GA 30096-0000

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