Lisa Yost
Lisa Yost is a registered investment advisor at Independent Financial Group, LLC, based in Sacramento, CA, with 37 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
9700 Business Park Dr, Ste 204, Sacramento, CA, 95827
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa is a CA insurance agent through Yost Financial Services since 1995, dedicating minimal time to this activity. She also works nearly full-time as a registered admin at Sutley Wertzer, Inc. for marketing purposes.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Gibson Capital Management
Foothill Securities, INC.Broker
Securities America, INC.Broker
Foothill Securities, INC.Broker
G. W. Story & Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.