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Tina Yarnell

18 Years of Experience
State College, PA
Broker

Tina Yarnell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in State College, PA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

222 Blue Course Dr, State College, PA, 16803

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tina works as a Registered Branch Professional for King Financial Partners and King Wealth Strategies LLC. These roles each take about half of Tina's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
September 2009 - June 2015 · 5 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2009 - June 2015 · 5 yrs 9 mos
UBS Financial Services INC.Broker
December 2006 - September 2009 · 2 yrs 9 mos
State Registrations1 state
PA
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.