Roger Yang
Roger Yang is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Billerica, MA, with 28 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
572 Boston Rd Ste 16, Billerica, MA, 01821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roger is an agent for fixed insurance products, including life, disability, annuities, and long-term care, dedicating full-time hours to this. He also owns and manages multiple real estate holdings and trusts, and is the president of Great Wall Financial Group, Inc., offering security and insurance services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Great Wall Financial Group, INC.
August Financial Advisors, INC.
Cantella & CO., INC.
Cantella & CO., INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.