David Yates
David Yates is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scappoose, OR, with 13 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
51501 Columbia River Hwy, Scappoose, OR, 97056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as an associate/employee for both OnPoint Investment Services and OnPoint Community Credit Union. He dedicates about half his time to each role, offering investment services and financial planning.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo AdvisorsBroker
Wells Fargo Advisors
Edward Jones
Edward JonesBroker
State Registrations9 states
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