Justin Yancey, financial advisor Lady Lake FL
90 score

Justin Yancey

CRD Number: 6050397
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Justin Yancey (CRD# 6050397) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Lady Lake, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation El Segundo, CA Apr 2015 - Current 1
Edward Jones St Louis, MO Sep 2012 - Apr 2015 2
Merrill Lynch The Villages, FL Mar 2012 - Sep 2012 < 1
Crystal Medical Equipment Crystal River, FL Aug 2009 - Mar 2012 2
Mederi Home Health Care Inverness, FL Dec 2008 - Aug 2009 < 1
Great American Ocala, FL Apr 2008 - Nov 2008 < 1
Unemployed Ocala, FL Feb 2008 - Apr 2008 < 1
Crysler Financial Ocala, FL Jul 2007 - Jan 2008 < 1
Unemployed Ocala, FL Apr 2007 - Jul 2007 < 1
Centex Destination Properties Galveston, TX Nov 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Justin Yancey
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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