Roger Yoh (CRD# 2701094) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wernersville, PA and has over 28 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2015 - Current | 9 |
| Thrivent Investment Management Inc. | Wernersville, PA | Feb 2015 - Current | 9 |
| Thrivent Financial | Minneapolis, MN | Jan 2015 - Apr 2015 | < 1 |
| Genworth Financial Lps | Wernersville, PA | Sep 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- PA
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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