Yes Life Financial

Yes Life Financial (CRD# 298020) is a financial advisory firm headquartered in Glen Allen, VA. They manage $7,872,777 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2400 Old Brick Road, Glen Allen, VA 23060
http://www.yeslife.financial
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $46,040
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Yes Life Financial
Showing 1 - 2 of 2 top financial advisors.
1
Cory Nichols, financial advisor Glen Allen VA
Cory J. Nichols
CRD#: 6702394
Glen Allen, VA

Cory Nichols (CRD# 6702394) is an Investment Advisor Representative working at Yes Life Financial in Glen Allen, VA and has over 6 years of experience in the finance industry.

2
Robert Gillispie, financial advisor Glen Allen VA
Robert S. Gillispie
CRD#: 7890967
Glen Allen, VA

Robert Gillispie (CRD# 7890967) is an Investment Advisor Representative working at Yes Life Financial in Glen Allen, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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