Benjamin Yeager, financial advisor Chapel Hill NC
96 score

Benjamin Yeager

CRD Number: 4456729
Current Firm: Hilltop Wealth Advisors, LLC

Benjamin Yeager (CRD# 4456729) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 14 years of experience in the finance industry. Benjamin Yeager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hilltop Wealth Advisors, LLC Chapel Hill, NC Apr 2016 - Current < 1
Ameriprise Financial Services, Inc. Chapel Hill, NC Mar 2002 - Apr 2016 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Benjamin R. Yeager
Phone Number: (919) 401-1500
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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