Yancey Bady (CRD# 6236368) is an Investment Advisor Representative working at Primerica Advisors in Houston, TX and has over 10 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United States Postal Service | Chicago, IL | Mar 2014 - Current | 10 |
| Pfs Investments Inc. | Chicago, IL | Oct 2013 - Current | 10 |
| Ytb Consulting | Chicago, IL | Feb 2013 - Current | 11 |
| Primerica Financial Services | Chicago, IL | Aug 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- IL
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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