Adviser and broker representative · Citizens Securities, Inc.
Linda M. Yang
CRD 5834322 · Beverly Hills, CA
At a glance
Linda M. Yang is an investment adviser representative with Citizens Securities, Inc. in Beverly Hills, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Linda’s SEC record dates to 2010, about 16 years ago. Linda is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Citizens Securities, Inc.Since August 2025Beverly Hills, CA · $13B in regulatory assets
- Citizens Private WealthSince October 2024Beverly Hills, CA · $17B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Linda’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.