PY
CFP
PY
CFP

Patrick Yanke

25 Years of Experience
Raleigh, NC
Broker

Patrick Yanke is a CFP-designated registered investment advisor, based in Raleigh, NC, with 25 years of industry experience.

Location

5540 Centerview Drive, Suite 200, Raleigh, NC, 27606

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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

Patrick is a board member and officer (secretary) for Divine Mercy Radio, a non-profit organization, dedicating minimal time. He also owns Yanke Academy, LLC as a professional public speaker and author, spending about 10-20% of his time. Finally, Patrick is an independent contractor for Yanke Financial, LLC, which is his DBA for Raymond James business, taking about half of Patrick's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2009 - Present · 16 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - July 2009 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2009 · 1 yr 6 mos
A. G. Edwards & Sons, INC.
July 2000 - January 2008 · 7 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
July 2000 - January 2008 · 7 yrs 6 mos
State Registrations27 states
ALAZCACOFLGAHIIDILKYLAMNMTNCNJNVNYOKORPARISCSDTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Patrick Yanke - Financial Advisor | TrueAdvisor