Richard YontzCRD Number: 1346537
Current Firm: Lincoln Financial Securities Corporation
Richard Yontz (CRD# 1346537) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Paoli, PA and has over 32 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Lincoln Financial Securities Corporation||Paoli, PA||Jul 2008 - Current||9|
|Jefferson Pilot Securities Corporation||Paoli, PA||Jun 1986 - Jun 2008||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- 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
- Selection of other advisers (including private fund managers)