Yvonne Beaudreau, financial advisor Phoenix AZ

Yvonne Beaudreau

CRD Number: 6329214
Current Firm: Edelman Financial Engines

Yvonne Beaudreau (CRD# 6329214) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Santa Clara, CA Jun 2021 - Current 2
Financial Engines Advisors LLC Phoenix, AZ Jul 2018 - Jun 2021 2
Watermark Wealth Strategies Scottsdale, AZ Mar 2018 - Jul 2018 < 1
Freedom Trail Financial Boston, MA Dec 2017 - Mar 2018 < 1
Freedom Trail Financial Boston, MA Apr 2014 - Dec 2017 3
American Physicians And Friends For Medicine In Israel Boston, MA Sep 2011 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Yvonne F. Beaudreau
Phone Number: 408-498-6000
Registered State(s):
  • AZ
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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