YH
ChFC
YH
ChFC

Yoshia Hence

10 Years of Experience
San Antonio, TX
Broker

Yoshia Hence is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 10 years of industry experience. Yoshia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

8000 I.H. 10 West, Suite 600, San Antonio, TX, 78230

Get directions

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.

Learn about disclosures →
Other Business Activities

Yoshia owns rental property and is the alumni chapter secretary for Bama San Antonio-University of Alabama National Alumni Association. The alumni secretary role requires minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Financial Services, INC.Broker
April 2015 - June 2019 · 4 yrs 2 mos
State Registrations9 states
ALGAMOMSNCTNTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.