Stephen Yeager (CRD# 4334954) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 20 years of experience in the finance industry.
CRD# 2245020
Lpl Financial LLC
CRD# 2837589
Edward Jones
CRD# 6149818
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sym Financial Advisors | Winona Lake, IN | Oct 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
- IN
-
Total Assets Under Management4,055MILLIONS
-
Total Number of Accounts5,346ACCOUNTS
-
Average Account Value$758,583
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IL, IN, KY, LA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
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