Charles YaleCRD Number: 3152649
Current Firm: Red Cedar Capital, LLC
Charles Yale (CRD# 3152649) is an Investment Advisor Representative working at Red Cedar Capital, LLC in Omaha, NE and has over 19 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Red Cedar Capital, LLC||Omaha, NE||Sep 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2004|
Total Assets Under Management131MILLIONS
Total Number of Accounts137ACCOUNTS
Average Account Value$954,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients