David Yeazell, financial advisor Cincinnati OH

David Yeazell

CRD Number: 5040208
Current Firm: Octavia Wealth Advisors LLC

David Yeazell (CRD# 5040208) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 16 years of experience in the finance industry. David Yeazell 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
Octavia Wealth Advisors, LLC Cincinnati, OH Jun 2020 - Current 1
Octavia Risk Management, LLC Cincinnati, OH Jun 2020 - Current 1
Purshe Kaplan Sterling Investments, Inc. Cincinnati, OH Jun 2020 - Current 1
Axa Advisors, LLC New York, NY Jan 2006 - Jun 2020 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for David L. Yeazell
Phone Number: (513) 762-7701
Firm Website: https://octaviawa.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    881
    MILLIONS
  • Total Number of Accounts
    2,995
    ACCOUNTS
  • Average Account Value
    $294,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, CO, DE, FL, IL, IN, KS, KY, LA, MA, MI, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA

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