Eric Yates
Eric Yates is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grass Valley, CA, with 4 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
1793 East Main Street, Grass Valley, CA, 95945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric works as a paid notary for the public, dedicating minimal time to this activity. He also works as an associate/employee for Sams Capital Asset Management Inc., spending about half his time assisting with financial plans, trade execution, portfolio rebalancing, and customer service.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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