Elizabeth Yunker, financial advisor Portage MI

Elizabeth Yunker

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Elizabeth F. Yunker
Phone Number: 269-488-6900
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    821
    MILLIONS
  • Total Number of Accounts
    2,550
    ACCOUNTS
  • Average Account Value
    $322,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, AZ, CA, FL, IL, IN, LA, MA, MD, MI, NC, NH, NM, TX, WI

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