Robyn Yahner
Robyn Yahner is a registered investment advisor at LPL Financial LLC, based in Greenville, PA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
269 Main Street, Greenville, PA, 16125
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2009Customer Dispute
July 2000Customer Dispute
June 2000Customer Dispute
November 1999Other Business ActivitiesSells Insurance
Robyn operates under the DBA Greenville Financial Consultants, Inc. for her LPL business, dedicating a significant amount of time to this (about two-thirds of her time). She also works at Thiel College and sells non-variable insurance, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Investment Professionals, INC.Broker
Investment Professionals, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Spectrum Securities CorporationBroker
State Registrations21 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.