Kaitlin Yardley, financial advisor Houston TX
90 score

Kaitlin Yardley

CRD Number: 5336245
Current Firm: Schaeffer Financial LLC

Kaitlin Yardley (CRD# 5336245) is an Investment Advisor Representative working at Schaeffer Financial LLC in Houston, TX and has 1 year of experience in the finance industry. Kaitlin Yardley 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
Schaeffer Financial, LLC Rockville, MD Aug 2014 - Current 3
Trailing Spouse Singapore, Jul 2013 - Jul 2014 1
Expat Insurance Singapore, Oct 2012 - Jun 2013 < 1
Trailing Spouse Singapore, Mar 2012 - Sep 2012 < 1
Yeske Buie San Fransico, CA Jun 2010 - Feb 2012 1
Myfinancialadvice, Inc. Boulder, CO Jul 2008 - Jun 2010 1
Schaeffer Financial LLC Rockville, MD Mar 2007 - Jan 2009 1

Kaitlin Yardley has no recent exams reported.
Contact Info for Kaitlin Yardley
Phone Number: 301-933-5550
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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