Elizabeth YunkerCRD Number: 6210560
Current Firm: Sanford Advisory
Elizabeth Yunker (CRD# 6210560) is an Investment Advisor Representative working at Sanford Advisory in Portage, MI and has over 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Lpl Financial LLC
Lpl Financial LLC
|Sanford Advisory Services||Portage, MI||Apr 2019 - Current||2|
|Raymond James Financial Services Advisors, Inc.||Portage, MI||Apr 2019 - Oct 2020||1|
|Raymond James Financial Services, Inc.||Portage, MI||Apr 2019 - Oct 2020||1|
|Ameriprise Financial Services, Inc.||Kalamazoo, MI||May 2012 - Mar 2019||6|
|The Business Round Table||Kalamazoo, MI||Sep 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management821MILLIONS
Total Number of Accounts2,550ACCOUNTS
Average Account Value$322,089
- 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
- Pension consulting services
AL, AZ, CA, FL, IL, IN, LA, MA, MD, MI, NC, NH, NM, TX, WI
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