Brian Yeakley (CRD# 4724851) is an Investment Advisor Representative working at United Advisor Group in Miamisburg, OH and has over 14 years of experience in the finance industry.
CRD# 2930449
Primerica Advisors
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Advisor Group | Cincinnati, OH | Feb 2023 - Current | 1 |
| Silver Oak Securities | Jackson, TN | Feb 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2018 - Feb 2023 | 4 |
| Cambridge Investment Research Inc. | Fairfield, IA | Nov 2018 - Feb 2023 | 4 |
| Mml Investors Services, LLC | Dayton, OH | Mar 2017 - Nov 2018 | 1 |
| Mml Investor Services, LLC | Dayton, OH | Mar 2017 - Nov 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Nov 2018 | 2 |
| Msi Financial Services, Inc. | Dayton, OH | Jan 2015 - Mar 2017 | 2 |
| Metlife Securities Inc. | Dayton, OH | Jan 2015 - Jul 2016 | 1 |
| New England Securities | Indianapolis, IN | Feb 2006 - Jul 2016 | 10 |
| New England Securities | Dayton, OH | Feb 2006 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- OH
-
Total Assets Under Management579MILLIONS
-
Total Number of Accounts5,955ACCOUNTS
-
Average Account Value$97,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
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