Ryan Yocum (CRD# 6666562) is an Investment Advisor Representative working at Lpl Financial LLC in Crawfordsville, IN and has over 7 years of experience in the finance industry.
CRD# 4562124
Edward Jones
CRD# 1707073
Edward Jones
CRD# 2341929
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Crawfordsville, IN | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Sep 2017 - Current | 6 |
| Teachers Credit Union | Avon, IN | Aug 2017 - Current | 6 |
| Bankers Life Securities Inc. | Plantation, FL | Jun 2016 - Aug 2017 | 1 |
| Bankers Life | Plantation, FL | Nov 2013 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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