RY
RY

Ryan Yeaton

7 Years of Experience
Des Peres, MO
BrokerSells Insurance

Ryan Yeaton is a registered investment advisor at LPL Financial LLC, based in Des Peres, MO, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

13358 Manchester Rd Ste 200, Des Peres, MO, 63131

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 ActivitiesSells Insurance

Ryan is involved in several business activities, including a business entity for tax/investment purposes, Legal Shield/ID Shield, and DBAs for his LPL business. He also dedicates a few hours per week to non-variable insurance sales and is a member of a musical group.

Employment History
Current Registrations
LPL Financial LLC
February 2022 - Present · 4 yrs 3 mos
LPL Financial LLC
July 2020 - Present · 5 yrs 10 mos
LPL Financial LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Oneamerica Securities, INC.Broker
October 2018 - July 2020 · 1 yr 9 mos
State Registrations9 states
FLGAILINKSMIMOOHTX
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.