EY
EY

Eddie Yancey

14 Years of Experience
Burleson, TX
Broker

Eddie Yancey is a registered investment advisor, based in Burleson, TX, with 14 years of industry experience.

Location

Burleson, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eddie is the president of Yancey Grain, LLC, an agriculture company manufacturing animal feed, spending minimal time on it. He also works as a financial advisor for Yancey Wealth Management, dedicating about a quarter of his time to risk assessment, financial planning, and money management.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2023 - Present · 2 yrs 8 mos
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Edward JonesBroker
March 2018 - September 2023 · 5 yrs 6 mos
Edward Jones
March 2018 - September 2023 · 5 yrs 6 mos
Raymond James Financial Services Advisors, INC
August 2016 - February 2018 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
August 2016 - February 2018 · 1 yr 6 mos
Cetera Investment Advisers LLC
August 2014 - July 2016 · 1 yr 11 mos
Cetera Investment Services LLCBroker
July 2014 - July 2016 · 2 yrs
Signal Securities, INC.Broker
April 1993 - July 1995 · 2 yrs 3 mos
Jefferson-Pilot Investor Services, INC.Broker
September 1992 - March 1993 · 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.