Corey Yost
Corey Yost is a registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, with 9 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
9465 Counselors Row, Ste 200, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (4)
Financial
December 2018Financial
October 2018Financial
October 2018Financial
May 2018Other Business Activities
Corey is associated with Yost Legacy LLC for tax/investment purposes since 2010, and it is not investment related. Since 2020, Corey also operates under the DBA Yost Wealth Management for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 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.