Ricardo Yanez, financial advisor Bakersfield CA
93 score

Ricardo Yanez

CRD Number: 5597337
Current Firm: Wells Fargo Advisors Financial Network, LLC

Ricardo Yanez (CRD# 5597337) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Bakersfield, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Bakersfield, CA Aug 2012 - Current 4
Chase Investment Services Corp Bakersfield, CA Aug 2009 - Aug 2012 3
Morgan Stanley Smith Barney Bakersfield, CA Jun 2009 - Aug 2009 < 1
Morgan Stanley Company Bakersfield, CA Sep 2008 - Jun 2009 < 1
State Farm Insurance Bakersfield, CA May 2008 - Sep 2008 < 1
Kern County Mental Health Bakersfield, CA May 2005 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Ricardo Yanez
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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