Lingyun Yang
Professional summary
Lingyun Yang, who also goes by Iris Yang, is a registered financial advisor currently at RHP WEALTH MANAGEMENT located in Houston, Texas.
Lingyun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lingyun has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lingyun Yang's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2025 - Present
RHP WEALTH MANAGEMENT
Office #1: 12000 Aerospace Avenue Suite 420, Houston, TX 77034April 16, 2025 - July 10, 2025
EQUITABLE ADVISORS, LLC
March 31, 2025 - July 10, 2025
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
RHP WEALTH MANAGEMENT
CRD#: 304735 / SEC#: 801-116961
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2025)
Exams
Series 7TO
Date: 3/26/2025
General Securities Representative ExaminationCurrent Firm
RHP WEALTH MANAGEMENT
CRD#: 304735 / SEC#: 801-116961
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 636 |
| AUM (Assets Under Management) | $ 307,027,066 |
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.
