Norman Yester is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 25 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
Location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
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Regulatory History
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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Norman is the President of NY & CO P.C. providing tax, accounting, and auditing services, a Member/Owner of TAN LLC for real estate rental, and a Partner at Mariner Financial Group LLC for financial planning, each taking about half of his time. He also works as a Registered Representative for M Holdings Securities, Inc. and an Investment Advisory Representative for LRI Investments, spending a few hours per week on each.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Mariner Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Intersecurities, INC.Broker
State Registrations6 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.