Christian Yoss, financial advisor Lewisville TX
96 score

Christian Yoss

CRD Number: 1987314
Current Firm: Advice And Planning Services

Christian Yoss (CRD# 1987314) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 17 years of experience in the finance industry. Christian Yoss 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
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Jun 2011 - Current 5
Tiaa Lewisville, TX Jun 2011 - Current 5
Finfit Prep, Inc (self-employed) Dallas, TX Dec 2010 - Jun 2011 < 1
Bank Of America Dallas, TX Mar 2009 - Dec 2010 1
Banc Of America Investment Services, Inc. Dallas, TX Aug 2008 - Mar 2009 < 1
Fidelity Brokerage Services, LLC Plano, TX Jan 2001 - Aug 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Christian A. Yoss
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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