Brian Yendrey, financial advisor Victoria TX

Brian Yendrey

CRD Number: 6932951
Current Firm: Yendrey Wealth Management LLC

Brian Yendrey (CRD# 6932951) is an Investment Advisor Representative working at Yendrey Wealth Management LLC in Victoria, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Yendrey Wealth Management Victoria, TX Jul 2017 - Current 6
Kawasaki Of Victoria Victoria, TX Feb 2002 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2019
Contact Info for Brian W. Yendrey
Phone Number: 361-648-7889
Firm Website: https://yendrey.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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