Lehelle Yancey (CRD# 6060025) is an Investment Advisor Representative working at Primerica Advisors in Atlanta, GA and has over 11 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Hospital Employee Wellstar Kennestone | Marietta, GA | Nov 2020 - Current | 3 |
Pfs Investments Inc. | Atlanta, GA | Feb 2017 - Current | 7 |
The American Realty | Atlanta, GA | Oct 2015 - Current | 8 |
Primerica Financial Services | Atlanta, GA | Jun 2011 - Current | 12 |
American Realty Professionals | Covington, GA | Apr 2008 - Current | 15 |
Gate Gourmet | Atlanta, GA | Nov 2001 - Nov 2021 | 20 |
World Financial Group, Inc. | Alpharetta, GA | Feb 2012 - Aug 2016 | 4 |
Transamerica Financial Advisors, Inc. | Alpharetta, GA | Feb 2012 - Aug 2016 | 4 |
Platinum Real Estate | Atlanta, GA | Mar 2008 - Oct 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2012 |
S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- GA
-
Total Assets Under Management7,088MILLIONS
-
Total Number of Accounts56,552ACCOUNTS
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Average Account Value$125,337
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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