Gregory Yank, financial advisor Lincoln NE

Gregory Yank

CRD Number: 1786617
Current Firm: Rbc Capital Markets, LLC

Gregory Yank (CRD# 1786617) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lincoln, NE and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Lincoln, NE Nov 2021 - Current 2
Rbc Capital Markets, LLC Lincoln, NE Sep 2021 - Current 2
Wells Fargo Clearing Services, LLC Lincoln, NE Nov 2016 - Sep 2021 4
Wells Fargo Bank Lincoln, NE Jun 2004 - Sep 2021 17
Wells Fargo Advisors LLC Lincoln, NE Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Gregory L. Yank
Phone Number: 212-858-7000
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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