Based in Fountain Valley, California, Yan Lan is a fiduciary financial advisor with 5 years of industry experience. Yan has been with Citigroup Global Markets since 2025. Citigroup Global Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
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Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
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About Yan
How do I contact Yan?
Call Citigroup Global Markets at (212) 816-6000 and ask for Yan Lan. Yan works from the Fountain Valley, CA office.
How long has Yan been a financial advisor?
Yan has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Yan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Yan a fiduciary?
Yan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yan paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Yan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.