Andrew Yost (CRD# 1929045) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mooresville, NC and has over 7 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jan 2024 - Current | < 1 |
| Newbridge Securities Corporation | Mooresville, NC | Oct 2021 - Jan 2024 | 2 |
| Newbridge Financial Servces Group Inc. | Mooresville, NC | Oct 2021 - Jan 2024 | 2 |
| Lpl Financial, LLC | Mooresville, NC | Jan 2021 - Sep 2021 | < 1 |
| Regal Securities, Inc. | Glenview, IL | Aug 2016 - Jan 2021 | 4 |
| Regal Advisory Services | Glenview, IL | Aug 2016 - Jan 2021 | 4 |
| Unemployed | Monroe, NJ | Aug 2015 - Aug 2016 | 1 |
| Wells Fargo Securities, LLC | Charlotte, NC | Jul 2003 - Aug 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
| S63 | Uniform Securities State Law Examination | Feb 2021 |
- NC
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- 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
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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