Shane Yonston, financial advisor San Francisco CA

Shane Yonston

CRD Number: 4799518
Current Firm: Cambridge Investment Research Advisors, Inc.

Shane Yonston (CRD# 4799518) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Francisco, CA and has over 16 years of experience in the finance industry. Shane Yonston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2016 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2016 - Current 4
Impact Investors San Diego, CA Dec 2014 - Current 6
Protected Investors Of America San Francisco, CA Nov 2014 - Jul 2016 1
Cetera Advisors LLC El Segundo, CA Jan 2013 - Nov 2014 1
Blue Summit Financial Group, Inc. La Mesa, CA Jan 2009 - Nov 2014 5
Multi-financial Securities Corporation Denver, CO Feb 2012 - Dec 2012 < 1
Pacific West Securities, Inc. Renton, WA Jan 2009 - Feb 2012 3
Pacific West Financial Consultants, Inc. La Mesa, CA Jan 2009 - Feb 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Shane G. Yonston
By the Numbers
  • Total Assets Under Management
    56,159
    MILLIONS
  • Total Number of Accounts
    297,440
    ACCOUNTS
  • Average Account Value
    $188,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • 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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