Benjamin YeagerCRD 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 16 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|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|
Total Assets Under Management143MILLIONS
Total Number of Accounts881ACCOUNTS
Average Account Value$162,799
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, NC, TX, VA