Craig Yost (CRD# 4340321) is an Investment Advisor Representative working at Prudential Financial Planning Services in Greensburg, PA and has over 23 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Greensburg, PA | Nov 2017 - Current | 6 |
| Pruco Securities, LLC | Greensburg, PA | Nov 2017 - Current | 6 |
| Mml Investors Services, LLC | Delmont, PA | Mar 2017 - Nov 2017 | < 1 |
| Massmutual Life Insurance Company | Delmont, PA | Mar 2017 - Nov 2017 | < 1 |
| Metlife Securities, Inc. | Delmont, PA | Aug 2002 - Mar 2017 | 14 |
| Metropolitan Life Ins Co | Delmont, PA | Aug 2002 - Jul 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- PA
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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