Yong Chang
Yong Chang is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
12671 High Bluff Drive, Suite 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2023Customer Dispute
October 2023Customer Dispute
February 2023Customer Dispute
November 2021Other Business ActivitiesSells Insurance
Yong is an officer/director at U&T Risk Management & Insurance, offering various insurance products as a WA insurance agent, and spends a few hours per week on this. Yong also owns U&T Global Consulting, offering real estate investment consulting, and is an instructor for business workshops organized by Pierce County.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations19 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.