Miranda Yount, financial advisor Huntsville AL

Miranda Yount

CRD Number: 5193440
Current Firm: Edward Jones

Miranda Yount (CRD# 5193440) is an Investment Advisor Representative working at Edward Jones in Huntsville, AL and has over 11 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2018 - Current 5
Oak Tree Financial Services, LLC Huntsville, AL Feb 2014 - Aug 2018 4
Rodan & Fields San Francisco, CA Jun 2016 - Jun 2018 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Miranda Yount
Phone Number: 314-515-2000
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
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

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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