Brady Yohn (CRD# 7574562) is an Investment Advisor Representative working at Advisory Services Network in Souderton, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Service Network, LLC | Atlanta, GA | Feb 2023 - Current | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jun 2022 - Aug 2023 | 1 |
| University Of Scranton | Scranton, PA | Sep 2018 - May 2022 | 3 |
| Harvey's Main Street Barbecue | Mount Joy, PA | May 2021 - Aug 2021 | < 1 |
| Wawa | Rehoboth, DE | Jun 2018 - Sep 2020 | 2 |
| Manheim Central High School | Manheim, PA | Aug 2014 - Jun 2018 | 3 |
| East Of Maui Surf Shop | Dewey Beach, PA | Jun 2015 - Aug 2017 | 2 |
| Manheim Central Middle School | Manheim, PA | Dec 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- PA
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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