Robert YagerCRD 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 27 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Cetera Advisor Networks LLC||San Jose, CA||Sep 2013 - Current||3|
|Robert Alan Yager||San Jose, CA||Mar 1984 - Current||33|
|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|
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
Total Assets Under Management121MILLIONS
Total Number of Accounts302ACCOUNTS
Average Account Value$399,848
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services