Senior Advisor (CRD#: 1010194)
Mr. Gordon Yale, CPA, previous owner of Yale Group (now the CBC Securities Inc), is the senior advisor of CBC Securities Inc.
CEO and CCO (FINRA CRD # 6843524)
Mr. Qiang Liu, CFA, FSA is the CEO and CCO of CBC Securities Inc.
CFO and FINOP (FINRA CRD # 4538604)
Ms. Erin Baskett, CPA, CGMA, CHRS is the CFO and FINOP of CBC Securities Inc.
Registered Banker (CRD #: 3078166)
Over 20 years experiences in U.S. Securities Industry. Her banking experiences includes manager at E*Trade and most recently Vice President at Charles Schwab managing . Ms. Wan is also the owner of KW Wealth Management LLC, an investment advisor company located at California. Ms. Wan holds FINRA 4, 7, 63, and 66 licenses.