Yolanda Chance, financial advisor Ocala FL
93 score

Yolanda Chance

CRD Number: 3129173
Current Firm: Suntrust Investment Services, Inc.

Yolanda Chance (CRD# 3129173) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Ocala, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services,inc Atlanta, GA Sep 2012 - Current 4
Wells Fargo Advisors, LLC Orlando, FL Aug 2012 - Sep 2012 < 1
Suntrust Investment Services, Inc. Ocala, FL Jul 2001 - Aug 2012 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Yolanda B. Chance
Phone Number: 404-813-8981
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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