Robert Yager, financial advisor San Jose CA
83 score

Robert Yager

CRD Number: 874509
Current Firm: Robert Alan Yager

Robert Yager (CRD# 874509) is an Investment Advisor Representative working at Robert Alan Yager in San Jose, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC San Jose, CA Sep 2013 - Current 3
Robert Alan Yager San Jose, CA Mar 1984 - Current 32
Walnut Street Securities, Inc. El Segundo, CA Jul 1989 - Aug 2013 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert A. Yager
Phone Number: 408-978-2214 X 240
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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