Mary Yoder
Mary Yoder is a registered investment advisor at Osaic Wealth, INC., based in Knoxville, TN, with 36 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9729 Cogdill Rd, Suite 303, Knoxville, TN, 37932
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Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Mary works as an administrative Registered Office Assistant at Fort Loudon Financial LLC, dedicating about 70% of her time to general office management and client service. She also engages in term insurance sales, but this takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Securities Service Network, LLCBroker
Ssn Advisory, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Nylife Securities INC.Broker
Copeland Equities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
American Express Financial Advisors INC.Broker
State Registrations2 states
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.