Lynore Yates
Lynore Yates is a registered investment advisor at Cetera Investment Advisers LLC, based in Louisville, KY, with 10 years of industry experience. Lynore 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
Firm Size
IM Fee
Assets Under Management
Location
10503 Timberwood Circle, Suite 205, Louisville, KY, 40223
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lynore is an insurance agent selling life, health, disability, annuities, and long-term care products since 2018, dedicating a few hours per week. She also operates under the DBA Commonwealth Capital Management LLC for financial services but spends no time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
MML Investors Services, LLCBroker
State Registrations11 states
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