Vincent F. Yang
Professional summary
Vincent Fan Yang, who also goes by Aaron Yang, VIncent Yang, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Oakland, California and INFINITY FINANCIAL SERVICES located in Oakland, California.
Vincent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Vincent has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Fan Yang's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 30, 2023 - Present
INFINITY FINANCIAL SERVICES ADVISORY
Office #1: 212 9th Street Suite 202, Oakland, CA 94607January 10, 2022 - Present
INFINITY FINANCIAL SERVICES
Office #1: 212 9th Street Suite 202, Oakland, CA 94607Primary Firm SEC Registration
INFINITY FINANCIAL SERVICES ADVISORY
CRD#: 304981 / SEC#: 801-117719
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/30/2023)
(4/30/2023)
(8/8/2023)
Exams
Series 7TO
Date: 1/10/2022
General Securities Representative ExaminationFINRA
Current Firm
INFINITY FINANCIAL SERVICES ADVISORY
CRD#: 304981 / SEC#: 801-117719
Contact information
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 918 |
| AUM (Assets Under Management) | $ 150,097,662 |
Red Flags
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