Robert Alan Yager

Robert Alan Yager (CRD# 110805) is a financial advisory firm headquartered in San Jose, CA. They manage $120,753,958 in 302 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $399,848
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
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.

CA, TX

Financial Advisors at Robert Alan Yager
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Yager
CRD#: 874509
4820 Harwood Rd, # 240, San Jose, CA 95124
83
Wealthminder
score

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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