Yield Financial Advisors

Yield Financial Advisors (CRD# 162235) is a financial advisory firm headquartered in Mckinney, TX. They manage $1,000,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $27,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Yield Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Wendell W. Brock
CRD#: 2091129
201 Lake Village Dr., McKinney, TX 75071
81
Wealthminder
score

Wendell Brock (CRD# 2091129) is an Investment Advisor Representative working at Yield Financial Advisors in McKinney, TX and has over 27 years of experience in the finance industry.

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