John Yates
John Yates is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bowling Green, KY, with 20 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
Firm Size
IM Fee
Assets Under Management
Location
1818 Wallace Court, Suite C202, Bowling Green, KY, 42103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a partner in a rental real estate property since 2014, dedicating minimal time. He also works as an associate/employee at Farmers National Bank and WealthSouth, spending about half his time at each, and as an employee at FNB Investment Services, spending minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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