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.
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 1245314
Wealth & Tax Planners
| 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 |
- CA
- CO
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Total Assets Under Management56,159MILLIONS
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Total Number of Accounts297,440ACCOUNTS
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Average Account Value$188,808
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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